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What is Endowus?

Implementing disciplined and effective investment strategies enables you to navigate market volatility successfully while pursuing your broader financial goals, leveraging all available resources such as cash, CPF, and SRS. You will have the opportunity to access institutional-quality, cost-effective options managed by esteemed fund managers known for their extensive expertise and proven success. There are no sales fees or transaction costs, and you will benefit from full trailer fee rebates, along with a clear and affordable overall access fee structure. Furthermore, our portfolios are globally diversified to align with your essential life goals, while themed portfolios provide the chance to take advantage of specific market trends. By creating an Endowus account, a trust account will be set up under your name at UOB Kay Hian, Singapore's leading brokerage firm. This arrangement guarantees that your investments and transactions within the Endowus system are recorded by two distinct entities that hold licenses from the Monetary Authority of Singapore (MAS), setting it apart from many wealth management solutions that typically aggregate clients' assets before linking to execution brokers. As a result, this framework significantly improves the security and clarity of your investment portfolio, fostering greater confidence in your financial journey. Ultimately, this level of transparency and separation can contribute to a more secure investment experience, allowing you to focus on achieving your financial aspirations without unnecessary complications.

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.

Media

Media

Integrations Supported

Interactive Brokers
Itron Enterprise Meter Data Management
Kraken

Integrations Supported

Interactive Brokers
Itron Enterprise Meter Data Management
Kraken

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

1% digital trade fee
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

Endowus

Date Founded

2017

Company Location

Singapore

Company Website

endowus.com

Company Facts

Organization Name

Choice

Date Founded

2010

Company Location

United States

Company Website

www.retirewithchoice.com/pro

Categories and Features

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

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