Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Setyl Reviews & Ratings
    41 Ratings
    Company Website
  • EZO AssetSonar Reviews & Ratings
    102 Ratings
    Company Website
  • Fixed Asset Pro Reviews & Ratings
    174 Ratings
    Company Website
  • The Asset Guardian EAM (TAG) Reviews & Ratings
    22 Ratings
    Company Website
  • Cheqroom Reviews & Ratings
    169 Ratings
    Company Website
  • Freshservice Reviews & Ratings
    1,923 Ratings
    Company Website
  • ShareMyToolbox Reviews & Ratings
    41 Ratings
    Company Website
  • FuelCloud Reviews & Ratings
    28 Ratings
    Company Website
  • SBS Quality Management Software Reviews & Ratings
    7 Ratings
    Company Website
  • eMaint CMMS Reviews & Ratings
    720 Ratings
    Company Website

What is Assecco SEE Fidelity?

Fidelity streamlines corporate operations by automating the entire asset and expenditure lifecycle using advanced business management tools available on a single online platform. By leveraging Fidelity, organizations can create a holistic system for managing assets and expenditures seamlessly. This integration eliminates the fragmentation of asset, budget, spending, and accounting data across various systems. The platform's adaptability and scalability allow for comprehensive management of these lifecycles, incorporating vital functions for budgeting, demand forecasting, procurement, and accounting. Furthermore, by ensuring compliance and facilitating proactive budget management, Fidelity supports the formulation of effective sourcing strategies essential for a company’s success. This cohesive approach ultimately empowers businesses to make well-informed financial decisions more efficiently, enhancing their overall operational effectiveness. In doing so, organizations can respond more swiftly to market demands and optimize their resource allocation.

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

Desktop.com
FundCount
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
SkyStem ART

Integrations Supported

Desktop.com
FundCount
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
SkyStem ART

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

Asseco Group

Date Founded

1989

Company Location

Poland

Company Website

see.asseco.com/banking-and-finance/financial-business-apps/asset-spend-management/

Company Facts

Organization Name

Choice

Date Founded

2010

Company Location

United States

Company Website

www.retirewithchoice.com/pro

Categories and Features

Asset Tracking

Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History

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

Popular Alternatives

AFE Manager Reviews & Ratings

AFE Manager

Resource Energy Solutions

Popular Alternatives

PerpetualBudget Reviews & Ratings

PerpetualBudget

Spicer-Baer Associates
Asset4000 Reviews & Ratings

Asset4000

MRI Software