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Description
Many financial advisors believe that the only viable means of gaining exposure to digital assets while maintaining client oversight is through separately managed accounts or over-the-counter funds and indices. These advisors have the capability to directly manage bitcoin and other digital assets for their clients, ensuring that these investments remain under their advisory umbrella and are secured by Fidelity Digital Assets℠. Whether you prefer to conduct trades in large volumes or on a per-transaction basis, we offer various tools to facilitate your needs. In collaboration with Fidelity Digital Assets℠ and Komainu, we prioritize the security of your digital assets. Our platform allows for the seamless replication of your existing advisory fee structure and billing methods. With the Choice solution, you can execute trades through Interactive Brokers or Kraken from a single retirement or investment account, all held in qualified custody. Additionally, if your clients have investments in REITs, physical gold, real estate, or other alternative assets, we are equipped to manage those as well. This comprehensive account enables you to buy and sell digital assets, stocks, ETFs, and more—all from one centralized location. Furthermore, there’s no extra charge if you wish to provide your client with access to their own login. In essence, we strive to simplify your investment management process while offering robust support for digital asset trading.
Description
Numerous asset management systems exist, yet many fall short in addressing the intricate and distinctive needs of 3D assets. Kraken was designed specifically to streamline and enhance your entire 3D ecosystem. With Kraken, you can tailor the platform using advanced features that surpass standard 3D asset management capabilities. Benefit from API integrations that seamlessly fit into your current workflows, enjoy automated file conversions, access a robust web-based 3D asset editor, and much more. If your organization possesses a vast array of 3D models and struggles with organization, Kraken provides the solution. Our automated processes simplify the upload experience significantly. By automatically generating keywords, tags, categories, and thumbnail renders, we ensure that even large libraries can be navigated easily. With ultra-fast search and filtering options, you can effortlessly locate the precise 3D model you need, whether it pertains to a previous client project or a specific version in a certain format. This streamlined approach not only saves time but also increases productivity, allowing your team to focus on what truly matters—creating and innovating.
API Access
Has API
API Access
Has API
Integrations
3ds Max
Amazon Web Services (AWS)
Arbor Portfolio Manager
Cinema 4D
Cryptonovae
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Kryptos
Maya
Integrations
3ds Max
Amazon Web Services (AWS)
Arbor Portfolio Manager
Cinema 4D
Cryptonovae
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Kryptos
Maya
Pricing Details
1% digital trade fee
Free Trial
Free Version
Pricing Details
$599 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Choice
Founded
2010
Country
United States
Website
www.retirewithchoice.com/pro
Vendor Details
Company Name
Kraken
Founded
2009
Country
United States
Website
www.kraken3d.com
Product 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
Product Features
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management
