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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 BITRIA?

Our SMA partners act as a convenient gateway for individuals looking to invest in digital assets. For those who prefer the simplicity of investing via a trust or fund while benefiting from the tax advantages, flexibility, and diverse asset choices that come with outright ownership, this option is particularly attractive. These partners bring specialized expertise in digital assets and manage every aspect of the client’s investment journey, from the initial onboarding process to ongoing portfolio oversight. The BITRIA digital asset management platform boosts digital asset investments by offering professional-quality portfolio management tools, which empower advisors, asset managers, and chief investment officers to maintain distributed control over both their firm's and their clients' accounts, along with model strategies. Clients can efficiently onboard funds, select from pre-designed or tailored portfolio allocations, adjust positions as required, and much more—all through a unified interface. This streamlined system promotes multi-level allocations and effective rebalancing, ensuring that the management of all client accounts is cohesively integrated. By combining cutting-edge technology with expert management, a solid groundwork for successful digital asset investing is established, further enhancing the overall investment experience. Consequently, this collaborative approach not only simplifies the process but also drives better investment outcomes for clients.

Media

Media

Integrations Supported

Bitcoin
Gemini
Honeycomb
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken

Integrations Supported

Bitcoin
Gemini
Honeycomb
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken

API Availability

Has API

API Availability

Has API

Pricing Information

1% digital trade fee
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Choice

Date Founded

2010

Company Location

United States

Company Website

www.retirewithchoice.com/pro

Company Facts

Organization Name

BITRIA

Company Location

United States

Company Website

bitria.io

Categories and 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

Categories and Features

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