What makes ChoiceTrade unique from the other trading platforms already out there?
ChoiceTrade offers several trading platforms, each with unique features. ChoiceTrade’s Web platform has been built with the future in mind. It incorporates both conventional public securities (stocks, ETFs and options) and newly emerging markets such as private securities. It is our belief that the market for private securities will grow exponentially in the next few years and ChoiceTrade is perfectly positioned to take advantage of this growth. ChoiceTrade Holdings’ technology provides an integrated and seamless interface on which clients can transact all types of securities (for our new business lines, we have applied to our regulator for approval, which we reasonably expect will be granted.) With the success of primary crowdfunding offerings and the high demand for investors to trade these new securities (after expiration of the one-year restrictions), there is no other platform that we know of that offers an integrated solution to meet the burgeoning demand for secondary market trading in private securities. Moreover, none of our bigger competitors like ETrade (which recently announced that it was going to be sold to Morgan Stanley) or TDAmeritrade (recently sold to Charles Schwab, both multi-billion-dollar transactions) have publicly expressed an interest in entering the market for private securities. So ChoiceTrade should have first mover advantage as this new market grows.
For active options traders, ChoiceTrade provides its “ChoiceTrader Elite” platform. Among its many features, it provides a sophisticated trade journaling capability that automatically tags trades and builds a historical reference for traders to gauge strategy performance. This module also allows additional notes to be added for clients to quickly access information they deem relevant. Additionally, the platform provides a unique charting capability that automatically reflects positions held by clients, as well as open orders. Status of such orders update in real-time.
Both platforms have been built to accommodate order staging and auto trading for customers that avail of such integrated services. This includes various newsletter publications and/or RIA’s.
Trading platforms aside, we believe, it is the new products and services that ChoiceTrade intends to introduce that provides the most exciting prospects for the future. We touched on a couple above, however, our new Micro Investing APP will appeal to the masses by providing a minimal cost, managed investment solution for account sizes as little as $10.00. This will maximize exposure and brand recognition and provide up-sell capability to other paid products.
What does your company do?
ChoiceTrade is a Fintech company and an SEC-registered online broker-dealer. The company is self-sustaining by virtue of its existing retail brokerage operations. Existing customer base is diverse, spanning the entire U.S. and over 100 countries worldwide.
Where will your company be in 5 years?
Our ambition is to become the world’s largest online broker by developing technology and launching product offerings which address the next generation of global investors including the 1.8 billion millennials in developed countries and in emerging markets. Products geared to the millennials demographic include a micro app to invest as little as $10, robo-trading, startup investing opportunities, crypto security tokens and secondary market for startups shares.
With so many crowdfunding offerings out there, what is the most attractive reason to invest in ChoiceTrade?
There are several reasons, most important among them being that our business is infinitely scalable at a small incremental cost because we are a high-tech company whose business is extremely automated. We have high gross margins, which means we can be highly profitable as our revenue grows. Our management has a proven track record and the interests of crowdfunding shareholders are closely aligned with the interests of management.
What are some of your important intangible assets?
Our expertise over more than a decade has been creating state-of-the-art technology products for Digital Finance. They consist of our digital client onboarding process, our trading platform, our robo trading software, a sophisticated risk management system, routing engine, customer relationship management software and mobile apps for Apple and Android. In development is a micro investing app which will help us acquire customers from fast-growing economies worldwide where millions of people are joining the middle class each month.
How do you make money?
Our primary income streams are transaction-based revenue, interest income and subscription revenue. New products we introduce such as secondary market trading for crypto securities tokens and private company shares, as well as our micro investing app, will supplement existing revenue streams.
What is your plan in the Private Equity Information Aggregator space?
Leveraging our team, which has experience analyzing private and public companies over three decades, ChoiceTrade seeks to become the preeminent aggregator of information on private equity investing through strategic alliances and investments in digital media, online educational content, research, and web-based publications. Features will specifically highlight issuers whose securities may by traded on the Company’s secondary market trading platform.
What are your plans for offering Secondary Market Trading in Private Equity Securities and Crypto Securities Tokens?
ChoiceTrade is developing the eco-system for providing Secondary Market Private Equity Trading. There is a quantum shift in the industry where the global public is fueling capital raises through Reg CF and Reg A+ offerings. These small, but numerous investors, now seek a means of liquidity that ChoiceTrade will be able to facilitate prior to the event of an IPO or other public offering by the issuers. The Company expects the burgeoning demand in this sector will prove to be the fastest growth area in the digital financial world. We have already created the software for this service and expect to launch it within 90 days.We believe that our eco-system will be a first in this exciting new space. For this reason, many of the investors who have invested in startups listed on SEC regulated crowdfunding portals would all be candidates to become clients of ChoiceTrade.
Do you have Subscription Services that you provide Robo Trading for?
We have relationships with objective independent research firms who specialize in both technical and fundamental analysis.
Choice Trade’s proprietary Robo Trader software positions it for exponential growth. Our automation enables investors to have recommendations by subscription services sent to market with the touch of a button. Robo trading appeals to the vast majority of the investment public, including millennials and the middle class, who do not have the minimum required for their monies to be professionally managed. There are three ways for ChoiceTrade to profit from the sales of subscription-based products:
Monthly Robo Trader automation fees paid by clients.
Commission splits with the crowdfunding portals who receive commissions from raising funds for startups. Monthly fees from selling subscription-based products.
What Subscription-based products are you going to launch in the future?
One of the subscription services that is due to be launched shortly in conjunction with our Robo Trader is the “Bull & Bear Tracker”.
Once launched, we expect to offer free subscriptions as an offering perk to investors in our crowdfunding offering investing $250 or more. The Bull & Bear Tracker is powered by a trend trading algorithm which monitors the S&P 500 index during market hours and issues signals to trade two S&P 500 ETFs. The price of one of the ETFs increases when the S&P 500 increases and the other ETF increases when the index declines. It is one of the few investment subscription products that enable the investor to profit from market declines. Bull & Bear Tracker’s April 9th through October 4th signals which were published on equities.com during market hours produced a return notably higher than the S&P 500 index.
An alternative potential offering perk that is also due to be launched shortly after Bull & Bear Tracker is the “Bull Bear Wealth Builder”. This is a variation to the Bull & Bear Tracker. With the Bull Bear Wealth Builder, 99% of the subscriber’s funds at the beginning of each month in their ChoiceTrade account are allocated to trade the signals of the Bull & BearTracker, while the remaining 1% is allocated for investments into startup companies that are listed on SEC regulated funding portals. As a result of this investment strategy, it is anticipated that subscribers will build a portfolio of a minimum of 12 new startups per year.
These are just two examples of the exciting products set for launch in the near future on www.choicetrade.com
How far along are you in the development of your Micro Investing App?
ChoiceTrade’s soon to be launched Micro Investing App focuses on individual international investors wanting to invest in U.S. markets. The appetite for investing in U.S. markets in this demographic is growing exponentially, particularly in India and China. ChoiceTrade’s solution will appeal to the masses by providing a minimal cost, managed investment solution for account sizes as low as $10.00. This will maximize exposure and brand recognition and provide upsell capability to other paid products.
What are the benefits of your Puerto Rico domicile?
The Company has a long-term agreement with the government of Puerto Rico, which is binding on successive governments, for a low tax rate of 4% on its profit. This tax rate is about 90% lower than the tax it would pay on the U.S. mainland, and leaves substantially more funds available to grow its business or pay dividends to investors.
Can you name a couple of subscription-based products you offer?
Sure. One of them is the Equity Pack by Kuvera Global. Kuvera's mission is to offer affordable access to valuable financial education, current market research and cutting-edge technology that enables individuals to increase and cultivate their own financial resources, enjoy life and plan for the future. Kuvera promises to provide a completely transparent and unique experience specifically designed to enhance the investor's financial future and improve their overall well-being. Kuvera's goal is to invest in the education, research and technology essential to help the investor secure lasting and balanced success for today and the future. Kuvera’s flagship Equity Pack is offered in conjunction with ChoiceTrade's Robo Trader. Another one is the Robo Analyst, which is an algorithm-based software that analyzes any stock and explains the analysis in easy to understand terms. Its opinions generated are derived from years of live trading and back-testing different indicators in combination with the goal to produce accurate results over all stocks, and not just a few. Our goal was to create a tool that would benefit all levels of investors: as a teaching tool for new investors to a time-saving confirmation tool for professionals. The creators of Robo Analyst spent years back-testing all indicators to find the ones that work best together based on our case studies view-able on the Robo Analyst website https://www.robo-analyst.com/case-studies