The first digital asset platform built for advisors.

Most advisors think that Separately Managed Accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory.

Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠  

Trade Management

Whether you want to trade in bulk or one-by-one, we have tools to help.


Institutional Security

We work with Fidelity Digital Assets and Komainu for digital asset security.


Flexible Client Billing

We can replicate your current advisory fee collection and billing approach.


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Digital and Traditional Assets, Tradable In A Qualified Account.

With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. 

Find out how other advisors manage digital assets 


We Handle 20k+ Alternative Assets As Well.

If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too .

Schedule A Demo In The Next 24 Hours  

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READY TO TALK PRICING ?

WE HAVE A SIMPLE FEE MODEL 

$0

Account Minimum

1%

Annual Custody Fee

1%

Digital Trade Fee

$0

Legacy Asset Trade Fee

We hate hidden fees, so we keep it simple. For pro clients, we charge a flat 1% annual custody fee (billed monthly) and 1% digital execution feeOn traditional assets, we charge nothing - you only pay interactive brokers' execution fee ($1 minimum)

When it comes to billing, we know everyone is slightly different, so if your client agreement allows, we offer the ability to sweep from client accounts, and if your clients would prefer we deduct our fees from a card, we can even hold a payment method on file.

Schedule A Time To Talk More

IN CASE YOU WERE WONDERING, WE KNOW QUALIFIED CUSTODY:

Built by Kingdom Trust

20,000+

Assets under custody

125,000

Accounts powered

$18bn

Assets under custody

Everyday, for more than a decade, we’ve worked with individual and professional clients to provide custody for a myriad of alternative assets. Our focus on service and simple solutions has led to our platform powering more than 125,000 accounts comprising more than 18 billion USD in platform AuC.

CLIENTS WANT MORE THAN BITCOIN?

WE SUPPORT MOST OF THE TOP DIGITAL ASSETS 

WHAT TO DO NEXT

Ready to get started?

Step 1

BOOK YOUR DEMO

We usually have availability within 48 hours, though demand is high, apologies for delays.

Step 2

PASS FIRM KYC / AML

Onboarding starts with a quick round of DD with your firm, and reviewing your powers.

Step 3

BULK ADD CLIENTS

 In most cases, we can leverage your KYC and  bulk on-board groups or all clients at once. 

Click Here To Book A Demo