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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
Gain direct access to over 50 financial markets worldwide through your EXANTE account, including major exchanges such as NASDAQ, the London Stock Exchange, and the Tokyo Stock Exchange.
This service is tailored for private investors seeking seamless entry to a variety of global trading venues and the ability to manage everything from a single multi-currency account. You can trade stocks, ETFs, bonds, futures, options, metals, and both fiat and cryptocurrencies.
For wealth and asset managers catering to multiple clients, EXANTE offers the ability to introduce new exchange-traded and OTC instruments to your clientele while benefiting from simplified multi-account management and detailed reporting tools. The platform enhances investor relations and personal wealth services, backed by round-the-clock customer support.
Additionally, private financial agencies managing investments for affluent families and groups can take advantage of flexible jurisdiction options, effortless asset transfers, and top-notch investor protection through our award-winning platform that is globally licensed. This comprehensive approach ensures that all your investment needs are met with professionalism and efficiency.
API Access
Has API
API Access
Has API
Integrations
ATAS
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Integrations
ATAS
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
EXANTE
Country
Cyprus
Website
exante.eu/
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