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

  • eToro Reviews & Ratings
    28,190 Ratings
  • Capitalcore Reviews & Ratings
    47 Ratings
    Company Website
  • Sharesight Reviews & Ratings
    495 Ratings
    Company Website
  • OANDA Reviews & Ratings
    52,265 Ratings
    Company Website
  • DXcharts Reviews & Ratings
    26 Ratings
    Company Website
  • 1000pip Climber Forex Robot Reviews & Ratings
    99 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    85 Ratings
    Company Website
  • 3Commas Reviews & Ratings
    3,371 Ratings
    Company Website
  • Tealstreet Reviews & Ratings
    22 Ratings
    Company Website
  • TradingView Stock Widgets Reviews & Ratings
    16 Ratings
    Company Website

What is smallcase?

Smallcases serve as modern investment solutions built on straightforward and accessible concepts. These cutting-edge products are crafted by leading finance experts in India, underpinned by thorough research. They provide you with complete flexibility, enabling you to alter the constituents of your smallcase whenever desired or even create a brand new smallcase that aligns with your individual preferences. You have the opportunity to explore a variety of smallcases, each classified by different types, risk profiles, and investment methodologies, leveraging the core-satellite approach to optimize your portfolio. Each smallcase is carefully designed and managed by SEBI-registered research analysts and investment advisors, guaranteeing professional oversight. Managing and monitoring your investments is made simple with real-time index values that reflect corporate actions and dividends. To cultivate a disciplined approach to investing, think about initiating a systematic investment plan (SIP) for your smallcase, with options for weekly, monthly, or quarterly contributions. By taking on the role of your own fund manager, you can assemble a smallcase consisting of up to 50 stocks that embody your distinct investment philosophies and objectives. This not only empowers you to seize control of your financial journey but also allows you to benefit from the valuable insights provided by experienced professionals. Ultimately, smallcases blend innovation with personalization, making investment both accessible and tailored to your unique needs.

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

smallcase

Date Founded

2015

Company Location

India

Company Website

www.smallcase.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

Popular Alternatives

FutureAdvisor Reviews & Ratings

FutureAdvisor

BlackRock

Popular Alternatives