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Zengo WalletZengo is the only self-custodial wallet with no seed phrase vulnerability. Why is Zengo trusted by over 1,000,000 customers? Because no Zengo wallets have even been taken over or hacked. Safe and secure crypto wallet: Never worry about losing your seed phrase again. With Zengo’s advanced cryptography, there is no seed phrase for you to manage. Instead, the responsibility of signing blockchain transactions is divided between us and our users, so that neither party sees the other's secret information. Welcome to the only non-custodial wallet where you don’t have to worry about losing your seed phrase. Easily buy, sell, exchange and earn: Purchase, sell and trade with your preferred payment method, including PayPal, bank wire, credit or debit cards, Apple Pay or Google Pay. Supporting 6 blockchains, 4 layer 2s, and hundreds of crypto assets. Your Wallet Is Recoverable: Our 3FA recovery model with 3D FaceLock ensures that you can restore your wallet on any phone or tablet. Never lose access to your crypto again. Legendary 24/7 Support: We understand that crypto can be confusing. That’s why we make it super easy to chat with us whenever you need it. Just send us a message from within the app 24/7.
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CanopyCanopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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
Optimizing after-tax portfolios and asset allocation involves evaluating investment strategies across multiple periods, focusing on metrics such as asset weight, market value, cost basis, cash flows, management fees, turnover, taxes, and after-tax returns for each individual asset. This comprehensive analysis can encompass up to 100 different assets over 120 distinct periods, with intervals that can vary from daily assessments to annual evaluations. Additionally, the framework allows for the creation of sub-portfolios tailored to various tax implications and ownership scenarios. By incorporating international asset class return series, one can enhance forecasting model inputs, while Monte Carlo simulations enable the testing of constructed portfolios under various market conditions. Furthermore, the "What If" portfolios feature allows for the development and comparison of customized investment strategies tailored to specific goals. The model also accommodates international currencies and tax rates, providing a global perspective on asset allocation. To account for economic cycles and shifts, the approach integrates time-varying asset returns and standard deviations, ensuring that strategies remain relevant in changing markets. Ultimately, this process culminates in extensive client reporting, tailored to meet the specific needs of each private client.
API Access
Has API
API Access
Has API
Integrations
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Integrations
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Pricing Details
1% digital trade fee
Free Trial
Free Version
Pricing Details
$49 per user per month
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
Choice
Founded
2010
Country
United States
Website
www.retirewithchoice.com/pro
Vendor Details
Company Name
PortaxSoftware
Founded
1994
Country
United States
Website
www.portaxsoftware.com
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
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
