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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
We are committed to ensuring that all our customers enjoy a successful experience with our offerings. To facilitate this, we have launched a new program called “Get started” with DPO Advisor. We warmly invite all our clients to join us for a "Get started" online meeting, where we will focus on how to effectively utilize DPO Advisor and take the first steps in using the system. These sessions will take place on the last Thursday of every month from 10 to 11 AM. While the meetings are primarily designed for new users or those who have yet to fully engage with DPO Advisor, everyone is welcome to attend and benefit from the discussion. Our goal is to reduce administrative hurdles and optimize human resources so that time and energy can be directed toward actions that foster progress and tangible results. We achieve this by developing intuitive software solutions that eliminate the need for cumbersome spreadsheets and lengthy forms, ensuring that legal language is accessible. Through DPO Advisor and similar products, we empower users to easily and clearly attain the security they need. Ultimately, we believe that by simplifying processes, we can enhance user satisfaction and drive meaningful outcomes.
API Access
Has API
API Access
Has API
Integrations
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Integrations
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Pricing Details
1% digital trade fee
Free Trial
Free Version
Pricing Details
No price information available.
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
LegalTech Denmark
Founded
2017
Country
Denmark
Website
www.legaltechdenmark.com/whistle-advisor/
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
Complaint Management
Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management
Whistleblowing
Access Controls / Permissions
Automated Routing
Compliance Management
Customizable Branding
Multi-Language Support
Real-Time Chat
Reporting / Analytics
Workflow / Process Automation
