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Description

You can register entirely online to invest in stocks and mutual funds in just five minutes, eliminating the need for agent meetings or lengthy verification steps. With Ajaib alerts, you receive immediate updates on stock movements, ensuring you are always informed about the optimal moments to buy or limit your losses on preferred stocks. The platform provides competitive rankings that enable you to assess the fundamental strength of companies against their industry peers. Additionally, it highlights news that captures media attention regarding stocks, along with notifications about significant corporate actions that may affect your investments. Choose from over 150 funds managed by 25 top fund managers in Indonesia, all handpicked based on their historical performance and expertise. You can leverage your technical and fundamental analysis skills to make informed decisions, or simply trust your investment capital to seasoned Investment Managers, allowing you to avoid the complexities of self-management. This streamlined approach empowers you to focus on growing your wealth without the burdens of everyday investment oversight.

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.

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

No price information available.
Free Trial
Free Version

Pricing Details

1% digital trade 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

Ajaib

Founded

2018

Country

Indonesia

Website

ajaib.co.id/

Vendor Details

Company Name

Choice

Founded

2010

Country

United States

Website

www.retirewithchoice.com/pro

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

Alternatives

IPOT Reviews

IPOT

Indo Premier Securities

Alternatives