Active Trader Pro is Fidelity's customizable trading platform for the desktop and optimized for online trading technology. The solution offers real-time insights, visual snapshots to monitor investments, and trading tools.
N/A
Bonterra OneCause
Score8.6 out of 10
N/A
OneCause supports fundraising with online and event fundraising solutions that help nonprofits reach more and raise more. Since 2008, OneCause states they have helped 14,000 cause-driven organizations to raise over $8B through more than 90,000 fundraising events and campaigns.
$200
per year
Pricing
Fidelity Active Trader Pro
Bonterra OneCause
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Fidelity Active Trader Pro
Bonterra OneCause
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
$0 commissions for online US stock, ETF, and option trades.
Margin rates among the most competitive in the industry—as low as 4.00%.
No minimums to open an account.
Fantastic for the planning and execution of trades, as follows: (1) Offers nearly 50 market filters, including technical, social sentiment, and custom options filters, (2) supports analysis of option market sentiment with volatility and open interest statistics, as well as the day’s biggest trades, (3) functionality to trade equities, ETFs, simple and complex option strategies with extended-hours and directed trading capabilities, (4) capacity to create and save up to 50 orders and place them at the right time, (5) helps manage risk and profit potential with conditional orders, (6) allows placement of a variety of simple and complex multi-leg option orders, (7) provides ability to monitor portfolio with streaming quotes, real-time gain and loss, streaming balances, and streaming order status updates, and (8) allows creation of personalized layouts to see the market and portfolio information that’s important to you Set trade defaults, create shortcuts, and use hotkeys to quickly and efficiently navigate through the platform.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
OneCause is great for managing online and mobile bidding, managing event registration and ticket sales, processing donations during the event, handling checkout and payment collection after the auction, and significantly reducing manual work for event staff. On the other hand, OneCause does not handle complete donor history or constituent relationships, which would be super helpful to have
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Customizable to display information the way I want to see it.
Clean, straightforward interface to let me quickly access information from cursory overview to detailed tax information.
Equipped with good security measures.
Very user friendly.
The software has some nice features, including watch lists, market news, alerts, and real-time balances. The program also displays tax-lot information in real-time. There are advanced options tools as well. Active Trader Pro is able to submit up to 20 orders at once using a multi-order ticket.
Active Trader Pro has many available features. Alerts can be set, watch lists can be created, and market news can be followed. Balances are shown in real-time. Each of these elements can be assigned to its own window. Tax-lot info can be shown in real-time as well. A multi-order trading ticket can submit 20 orders at once. Up to 50 orders can be built and saved.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
OneCause could improve their messaging - the fact that custom emails are not as easy as custom texts can be frustrating. I wish all the automated messages were possible over email as most of our professionals that we work with, they prefer email over a text.
OneCause could make it easier to copy and paste text into site design or other features. Having to re-type out the text is a time-suck, when it would be easier to adjust the text to the font default without having to type it in the HTML editor on it's own.
PLEASE make it easier to resend the "assign tickets email". The fact that the main way to do that is when you first enter them into OneCause, but then are not able to resend that message to ticket owners at a later date makes it difficult for them to find what they need when they are ready to assign their tickets.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We are a very small non-profit and are actually looking to use another service just to cut costs, but we may not stay with them and will coming running back to OneCause if we can't make the other option work! The ONLY reason to move would be to reduce the over-head cost of the platform.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Use of the software is generally fine, but the setup and implementation are not always intuitive. Though the knowledgebase is robust and covers a lot of areas (and the support team is pleasant and knowledgeable), the event setup process (particularly when setting up payment and bank information) can be a bit cumbersome and should really be streamlined
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Shelbe was my point person and she was available for me at absolutely anytime. No question was stupid or obvious in her eyes and she always gave me the exact responses and resources I needed to succeed. Could not be more complimentary of this software! Just have to convince my team to use it for more areas now!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We hired OneCause to guide us through our first event after we signed up with them. The staff they sent were pros. They gave us professional guidance and support. Once we had been shown the ropes, we knew we could take the reins and confidently run our next event
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I don't know if my insights are key but I can say that implementation was done in-house without any outside support for the solution. The staff influencing the solution had very little technical expertise and ability as well which showed just how easily the software was to implement.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Highly comparable. thinkorswim was a great platform and Fidelity has achieved competing against it. Ease of learning curve with training and the ability to configure exactly what the user wants to see is a huge plus. The customizations available are a major bonus and Fidelity's overall customer experience is a beacon in the marketplace.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We looked at Auctria and GiveSmart, though we didn't go into great detail with either. We ultimately selected OneCause based on the recommendation of another local school that used it for its auction software. The customer service and support as we made this decision and transition was a confirmation for us.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
