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features
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support

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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

Deloitte’s Financial Technology team, recognized as a frontrunner in the financial software solutions sector, has launched Solvas|Portfolio, a comprehensive portfolio administration and reporting solution tailored for asset managers, alternative investment funds, trustees, fund administrators, and agent banks. This innovative tool serves as a versatile platform for portfolio management, collateral tracking, and detailed reporting, catering to a wide range of prominent financial institutions, including hedge funds, asset managers, and various types of loan administrative agents, as well as trustee and agent banks. Solvas|Portfolio excels in providing meticulous support for numerous collateral types, such as bonds, factor-based securities, asset-backed securities, and corporate or real estate loans, alongside products like credit default swaps and equities. Furthermore, it facilitates both pro rata and non-pro rata trading, ensuring effective purchase lot tracking while offering functionalities for global or portfolio trading through user-friendly wizards. The solution is designed to enhance operational efficiency and provide critical insights for financial professionals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

No price information available.
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

Deloitte

Founded

1982

Country

United States

Website

www2.deloitte.com/content/dam/Deloitte/us/Documents/risk/us-risk-financial-technology-solvas-portfolio.pdf

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

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

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