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
DEGIRO stands out as one of the fastest expanding online brokerage firms in Europe, primarily because we provide retail investors access to institutional fee structures. Our goal is to enable individuals to evolve into the most informed self-directed investors possible by designing high-quality, affordable, transparent, and accessible investment platforms and services. In a short span, DEGIRO has established itself as one of the largest brokers across Europe. The distinctiveness of DEGIRO lies in our exceptional blend of an intuitive and extensive platform paired with remarkably low fees. Investors can broaden their horizons beyond their local markets, gaining access to over 50 exchanges in 30 countries, which opens the door to genuine global investing and outstanding diversification options. Our investment platform is leading the way in the industry, yet we are committed to continuous enhancement. We actively incorporate your feedback to refine our services, ensuring that we consistently meet the evolving needs of our clients.
API Access
Has API
No
API Access
Has API
No
Integrations
Dividend.watch
No
Interactive Brokers
Yes
Itron Enterprise Meter Data Management
Yes
Kraken
Yes
StockHero
No
Surmount AI
No
TradingDiary Pro
No
Integrations
Dividend.watch
Yes
Interactive Brokers
No
Itron Enterprise Meter Data Management
No
Kraken
No
StockHero
Yes
Surmount AI
Yes
TradingDiary Pro
Yes
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
Yes
iPad App
Yes
Android App
Yes
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)
No
In Person
Yes
Vendor Details
Company Name
Choice
Founded
2010
Country
United States
Website
www.retirewithchoice.com/pro
Vendor Details
Company Name
DEGIRO
Founded
2008
Country
Netherlands
Website
www.degiro.eu/
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