Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Data is essential for enhancing profits and improving margins. Foster collaboration among your team, operating companies, and limited partners with our platform. It is specifically created to free data from isolated teams, emails, and hard-to-reach databases through an intuitive interface. This allows deal, investor relations, and finance teams to collaborate seamlessly around shared data sets and established processes within a cloud-based and cooperative setting. Our platform offers top-tier visualization and analytical tools to effectively communicate your narrative and provide a customized experience for both limited partners and operating companies. The innovation behind Cobalt stems from the extensive expertise possessed by our team. Our product specialists excel at developing robust private market technology, while our support team is dedicated to ensuring it functions optimally for our clients. Discover the advantages for your organization by requesting a demo today, and we'll demonstrate the full capabilities of Cobalt GP. Experience firsthand how our solutions can transform your workflow and drive success.
API Access
Has API
No
API Access
Has API
No
Integrations
Interactive Brokers
Yes
Itron Enterprise Meter Data Management
Yes
Kraken
Yes
Integrations
Interactive Brokers
No
Itron Enterprise Meter Data Management
No
Kraken
No
Pricing Details
1% digital trade fee
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Choice
Founded
2010
Country
United States
Website
www.retirewithchoice.com/pro
Vendor Details
Company Name
FactSet
Founded
2011
Country
United States
Website
www.cobalt.pe/
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
No
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
No
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
Yes
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes
Stock Portfolio Management
Billing & Invoicing
Yes
Client Management
Yes
Data Warehousing
Yes
For Investment Advisors
Yes
For Traders
Yes
Order Management
Yes
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
Yes
Tax Management
Yes
Technical Analysis
Yes
Wash Sale Detection
Yes