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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

Vanguard is made up of more than 30 million investors, all with unique stories and individual goals. You're in good company. It all starts with a plan. Choose how to build yours. Get personalized support as you strive toward your goals, no matter where you stand in your financial journey. Let our new online financial planner match an investment strategy to your retirement goals. Ready to plan your financial future? We have what you need to be a successful DIY investor. Vanguard investors just like you have lots of experiences to share. Our funds are crafted with you in mind to help you reach your goals of investment success. Over the last 10 years we have had a history of strong performance. Vanguard has been helping investors reach their goals since 1975. Our unique, investor-owned structure keeps us focused on your needs first. Vanguard is client-owned. As a client-owner, you own the funds that own Vanguard.

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 Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Digital asset platform built for advisors

Audience

Companies, individuals and anyone interested in a brokerage and trading application to view their accounts, track performance and perform transactions

Support

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

Support

Phone Support Supported
24/7 Live Support Not 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

$20 per year
Free Version Not Supported
Free Trial Not 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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • Vanguard is a simple, powerful retirement solution. It's easy to open and manage an account and the customer service representatives are incredible.

Cons

  • There are occasionally very long (60-120 minute) hold times to speak with customer service.

Training

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

Training

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

Company Information

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

Company Information

Vanguard
Founded: 1975
United States
investor.vanguard.com/home

Alternatives

Alternatives

Categories

Categories

Integrations

APS Payroll Not Supported
AllianceHCM Not Supported
CFO Silvia Not Supported
Claritus Not Supported
Interactive Brokers Supported
Itron Enterprise Meter Data Management Supported
Kraken Supported
Obol Not Supported
PortfolioPilot Not Supported
Provisian Not Supported
Taiki Not Supported
The Dividend Tracker Not Supported
Utluna Not Supported
Wisor Not Supported
isolved Not Supported

Integrations

APS Payroll Supported
AllianceHCM Supported
CFO Silvia Supported
Claritus Supported
Interactive Brokers Not Supported
Itron Enterprise Meter Data Management Not Supported
Kraken Not Supported
Obol Supported
PortfolioPilot Supported
Provisian Supported
Taiki Supported
The Dividend Tracker Supported
Utluna Supported
Wisor Supported
isolved Supported
Claim Choice and update features and information
Claim Choice and update features and information
Claim Vanguard and update features and information
Claim Vanguard and update features and information