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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
Indo Premier Sekuritas, a leading private securities firm, recognizes that innovation is essential for enhancing quality of life and fostering solutions that elevate societal welfare across all demographics. Interestingly, the physical distancing measures implemented during the Covid-19 pandemic served as a catalyst for the Indo Premier innovation team, leading to increased productivity and the development of a robust application-based stock transaction platform. This period of social distancing heightened public awareness regarding the necessity of a comprehensive stock trading application. In response to this demand, Indo Premier proudly introduces the IPOT application, which represents a significant step toward business transformation and addresses customer feedback for a powerful and all-encompassing trading solution. The launch of IPOT not only signifies a technological advancement but also aligns with the company's commitment to meet the evolving needs of investors in a rapidly changing market.
API Access
Has API
API Access
Has API
Integrations
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Mekari Qontak
Integrations
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Mekari Qontak
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
Indo Premier Securities
Founded
2002
Country
Indonesia
Website
www.indopremier.com/article.php
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
