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About

Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.

About

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Digital asset platform built for advisors

Audience

Traders interested in a solution to get insights into their portfolio and performance

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

1% digital trade fee
Free Version Not Supported
Free Trial Not Supported

Pricing

$25 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Choice
Founded: 2010
United States
www.retirewithchoice.com/pro

Company Information

Utluna
United States
utluna.com

Alternatives

Alternatives

StockMaster

StockMaster

Supertech
Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions

Categories

Categories

Integrations

Interactive Brokers Supported
Kraken Supported
Acorns Not Supported
Alight Not Supported
Charles Schwab Not Supported
Coinbase Not Supported
E*TRADE Not Supported
EquatePlus Not Supported
Firstrade Not Supported
HTX Not Supported
Itron Enterprise Meter Data Management Supported
Merrill Edge Not Supported
Poloniex Not Supported
Shareworks Not Supported
TD Ameritrade Not Supported
TradeStation Not Supported
Vanguard Not Supported
Wealthfront Not Supported
Wells Fargo Business Checking Not Supported
tastytrade Not Supported

Integrations

Interactive Brokers Supported
Kraken Supported
Acorns Supported
Alight Supported
Charles Schwab Supported
Coinbase Supported
E*TRADE Supported
EquatePlus Supported
Firstrade Supported
HTX Supported
Itron Enterprise Meter Data Management Not Supported
Merrill Edge Supported
Poloniex Supported
Shareworks Supported
TD Ameritrade Supported
TradeStation Supported
Vanguard Supported
Wealthfront Supported
Wells Fargo Business Checking Supported
tastytrade Supported
Claim Choice and update features and information
Claim Choice and update features and information
Claim Utluna and update features and information
Claim Utluna and update features and information