Audience

Digital asset platform built for advisors

About Choice

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.

Pricing

Starting Price:
1% digital trade fee

Integrations

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

Choice Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Live Online
Support
Online

Choice Frequently Asked Questions

Q: What kinds of users and organization types does Choice work with?
Q: What languages does Choice support in their product?
Q: What other applications or services does Choice integrate with?
Q: What type of training does Choice provide?
Q: How much does Choice cost?

Choice Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management