Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Numerous asset management systems exist, yet many fall short in addressing the intricate and distinctive needs of 3D assets. Kraken was designed specifically to streamline and enhance your entire 3D ecosystem. With Kraken, you can tailor the platform using advanced features that surpass standard 3D asset management capabilities. Benefit from API integrations that seamlessly fit into your current workflows, enjoy automated file conversions, access a robust web-based 3D asset editor, and much more. If your organization possesses a vast array of 3D models and struggles with organization, Kraken provides the solution. Our automated processes simplify the upload experience significantly. By automatically generating keywords, tags, categories, and thumbnail renders, we ensure that even large libraries can be navigated easily. With ultra-fast search and filtering options, you can effortlessly locate the precise 3D model you need, whether it pertains to a previous client project or a specific version in a certain format. This streamlined approach not only saves time but also increases productivity, allowing your team to focus on what truly matters—creating and innovating.
API Access
Has API
No
API Access
Has API
Yes
Integrations
3ds Max
No
Amazon Web Services (AWS)
No
Arbor Portfolio Manager
No
Cinema 4D
No
Cryptonovae
No
Interactive Brokers
Yes
Itron Enterprise Meter Data Management
Yes
Kraken
Yes
Kryptos
No
Maya
No
Integrations
3ds Max
Yes
Amazon Web Services (AWS)
Yes
Arbor Portfolio Manager
Yes
Cinema 4D
Yes
Cryptonovae
Yes
Interactive Brokers
No
Itron Enterprise Meter Data Management
No
Kraken
No
Kryptos
Yes
Maya
Yes
Pricing Details
1% digital trade fee
Free Trial
No
Free Version
No
Pricing Details
$599 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Choice
Founded
2010
Country
United States
Website
www.retirewithchoice.com/pro
Vendor Details
Company Name
Kraken
Founded
2009
Country
United States
Website
www.kraken3d.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
No
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Digital Asset Management
Asset Categorization
No
Asset Library
No
Asset Sharing
No
Brand Control
No
Customizable Branding
No
File Conversion
No
Metadata Management
No
Mobile App
No
Reporting/Analytics
No
Search Within Document
No
Search/Filter
No
Version Control
No
Watermarking
No
Workflow Management
No