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
Fidelity enhances corporate efficiency by automating the entire lifecycle of assets and expenditures through sophisticated business management tools that are all accessible on one online platform. Utilizing Fidelity simplifies the process of creating a comprehensive asset and spending management system. No longer will asset, budget, spending, and accounting information be siloed in different systems. This flexible and expandable platform facilitates the complete management of asset and expenditure lifecycles while incorporating essential processes for budgeting, demand, procurement, and accounting. By ensuring compliance and enabling proactive budget oversight, Fidelity aids in the development of effective sourcing strategies that are crucial for organizational success. Ultimately, this integrated approach provides companies with the ability to make informed financial decisions with greater ease.
API Access
Has API
No
API Access
Has API
No
Integrations
Desktop.com
No
FundCount
No
Interactive Brokers
Yes
Itron Enterprise Meter Data Management
Yes
Kraken
Yes
SkyStem ART
No
Integrations
Desktop.com
Yes
FundCount
Yes
Interactive Brokers
No
Itron Enterprise Meter Data Management
No
Kraken
No
SkyStem ART
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
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
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
Yes
Vendor Details
Company Name
Choice
Founded
2010
Country
United States
Website
www.retirewithchoice.com/pro
Vendor Details
Company Name
Asseco Group
Founded
1989
Country
Poland
Website
see.asseco.com/banking-and-finance/financial-business-apps/asset-spend-management/
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
Asset Tracking
Activity Tracking
Yes
Audit Trails
Yes
Barcoding / RFID
Yes
Checkout / Check-In
Yes
Depreciation Tracking
Yes
Disposal Tracking
Yes
Inventory Management
Yes
Location Tracking
Yes
QR Codes
Yes
Reservations
Yes
Service History
Yes