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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
Coin IRA stands out as a leader in the Cryptocurrency IRA market, known for delivering the top-rated customer service experience while helping clients safely buy, sell, trade, and store Bitcoin along with various other cryptocurrencies. With no upper limits on purchases, whether you're looking to invest $30,000 or $3,000,000, Coin IRA serves as your comprehensive cryptocurrency resource. Their committed team of personal consultants is always available to answer any inquiries related to Bitcoin, Ethereum, and an extensive range of other digital currencies. Regardless of the transaction size, clients can rest assured that robust protections are in place against fraudulent activities or the theft of their cryptocurrency assets. Coin IRA provides a complete service solution tailored for cryptocurrency acquisition, requiring only a straightforward onboarding process and funding to activate your account. Once set up, clients can engage in live trading on one of the premier exchanges and securely transfer their currency to their preferred wallet, ensuring peace of mind throughout the entire process. This streamlined approach allows users to navigate the world of cryptocurrencies with confidence and ease.
API Access
Has API
API Access
Has API
Integrations
Bitcoin
Chainlink
Ethereum
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Integrations
Bitcoin
Chainlink
Ethereum
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
Coin IRA
Founded
2017
Country
United States
Website
coinira.com/cryptocurrency-cash-purchases-2/
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