Average Ratings 4 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Get immediate access to funds from your bank account, allowing you to buy and sell both whole and fractional shares starting from just $1. Enjoy trading without commission fees on any US stocks or ETFs, enabling you to maximize your investments without extra costs. With the option to invest in popular digital currencies like Bitcoin, Ethereum, and Ripple, our secure trading platform is available 24/7 for your convenience. You can earn as much as 5% APY on various cryptocurrencies and benefit from an impressive 8% APY through our high-yield interest accounts. Once you link your bank account, trading begins immediately, eliminating any waiting time. Interest is accrued daily, allowing you to see your earnings grow in real-time, as the interest you accumulate is automatically reinvested, compounding your returns. We cater to global users with support for crypto deposits and withdrawals, while fiat transactions are limited to the US. This offers a streamlined and efficient way to manage your investments and grow your wealth over time.

Description

Many financial advisors believe that the only viable means of gaining exposure to digital assets while maintaining client oversight is through separately managed accounts or over-the-counter funds and indices. These advisors have the capability to directly manage bitcoin and other digital assets for their clients, ensuring that these investments remain under their advisory umbrella and are secured by Fidelity Digital Assets℠. Whether you prefer to conduct trades in large volumes or on a per-transaction basis, we offer various tools to facilitate your needs. In collaboration with Fidelity Digital Assets℠ and Komainu, we prioritize the security of your digital assets. Our platform allows for the seamless replication of your existing advisory fee structure and billing methods. With the Choice solution, you can execute trades through Interactive Brokers or Kraken from a single retirement or investment account, all held in qualified custody. Additionally, if your clients have investments in REITs, physical gold, real estate, or other alternative assets, we are equipped to manage those as well. This comprehensive account enables you to buy and sell digital assets, stocks, ETFs, and more—all from one centralized location. Furthermore, there’s no extra charge if you wish to provide your client with access to their own login. In essence, we strive to simplify your investment management process while offering robust support for digital asset trading.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bitcoin
Cosmos
Ethereum
Interactive Brokers
Itron Enterprise Meter Data Management
Koinly
Kraken

Integrations

Bitcoin
Cosmos
Ethereum
Interactive Brokers
Itron Enterprise Meter Data Management
Koinly
Kraken

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

1% digital trade fee
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Anchor

Founded

2018

Country

United States

Website

www.tryanchor.com

Vendor Details

Company Name

Choice

Founded

2010

Country

United States

Website

www.retirewithchoice.com/pro

Product Features

Investment Management

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

Stock Portfolio Management

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

Alternatives

Alternatives