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What is Choice?

Numerous financial advisors assert that the most effective way to engage with digital assets while ensuring client oversight is by utilizing separately managed accounts or by investing in over-the-counter funds and indices. These professionals have the ability to directly handle bitcoin and other digital assets for their clients, guaranteeing that these investments are kept within their advisory framework and safeguarded by Fidelity Digital Assetsâ„ . Whether you prefer executing trades in bulk or on an individual basis, we provide an array of tools tailored to meet your requirements. Together with Fidelity Digital Assetsâ„  and Komainu, we emphasize the importance of securing your digital assets. Our platform is designed to effortlessly mirror your current advisory fee structure and billing processes. With the Choice solution, you can carry out transactions via Interactive Brokers or Kraken using a single investment or retirement account, all of which is held in qualified custody. Moreover, if your clients have holdings in REITs, physical gold, real estate, or other alternative investments, we are fully prepared to manage those as well. This all-encompassing account allows for the buying and selling of digital assets, stocks, ETFs, and more from one unified location. Additionally, there are no additional fees if you decide to grant your client access to their own login. Ultimately, our goal is to streamline your investment management experience while providing extensive support for your digital asset trading endeavors. We understand that navigating the complexities of digital assets can be daunting, so we aim to provide clarity and assistance every step of the way.

What is AdvisoryCloud?

Establish a personalized digital advisory board and effortlessly tap into immediate insights from a vast network of hundreds of top-tier executives through our online platform. Whether you're an emerging startup, a seasoned Fortune 500 company, a division within a larger corporation, or anywhere in between, your advisory board can provide essential feedback, build valuable relationships, and gather perspectives from executives who could become vital advocates for your enterprise. We present your organization to an exclusive community of over 12,000 esteemed executives, enabling you to engage with those interested in taking on advisory roles for your business. These advisors willingly share their knowledge in exchange for joining your AdvisoryCloud network. In just a matter of days, instead of waiting for months, you can start leveraging their insights. The advisors in our network are enthusiastic about supporting companies for the opportunity to be recognized as advisors, while also exploring potential future financial avenues, forming a win-win scenario. This approach not only enhances your company's resources but also cultivates a supportive community that can significantly propel your success, paving the way for new opportunities and collaborations. By surrounding yourself with such a diverse group of experts, you can navigate challenges more effectively and foster innovation within your organization.

Media

Media

Integrations Supported

Interactive Brokers
Itron Enterprise Meter Data Management
Kraken

Integrations Supported

API Availability

API Availability

Pricing Information

1% digital trade fee

Pricing Information

$2,995 per year

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Choice

Date Founded

2010

Company Location

United States

Company Website

www.retirewithchoice.com/pro

Company Facts

Organization Name

AdvisoryCloud

Date Founded

2012

Company Location

United States

Company Website

www.advisorycloud.com/advisory-boards

Categories and Features

Categories and Features

Board Management

Not specified

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