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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Vaultoro is a cryptocurrency exchange that allows users to purchase gold and silver using bitcoin and other cryptocurrencies. Users can effortlessly trade between crypto assets and investment-grade bullion, making it a seamless process. While cryptocurrencies can yield significant profits, gold serves as a stable store of value, helping individuals secure their wealth outside the constraints of traditional banks and fiat currencies. At Vaultoro, clients gain straightforward access to insured gold bullion that is professionally stored. The gold purchased is held in the customer's name, ensuring their ownership rights, and is located in high-security Swiss vaults that are rigorously audited by a reputable firm, BDO. If you wish to retrieve your gold, although the platform doesn't facilitate immediate physical pick-up, you can always have it shipped to you, collect it, or convert it back to cryptocurrency whenever you choose. Investing in rare metals alongside cryptocurrencies provides an ideal strategy for diversifying away from the often opaque global banking landscape. This unique approach not only safeguards assets but also empowers individuals to make informed financial decisions without relying on traditional financial institutions.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bitcoin
Coinigy
Interactive Brokers
Itron Enterprise Meter Data Management
Koinly
Kraken

Integrations

Bitcoin
Coinigy
Interactive Brokers
Itron Enterprise Meter Data Management
Koinly
Kraken

Pricing Details

1% digital trade fee
Free Trial
Free Version

Pricing Details

0.5% Fee
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

Vaultoro

Founded

2015

Country

Wales

Website

vaultoro.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

Alternatives

Alternatives