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ViewTrade launches advisor platform

Source: ViewTrade

Orbis Systems, Inc., a subsidiary of ViewTrade Holding Corp. and leading fintech company, announces the launch of OneView, an all-in-one advisory platform.

OneView is designed for investment managers, brokers, and family offices that manage multiple accounts or multiple custodians. It simplifies day-to-day activities and workflow, enabling users to easily view and access accounts through one streamlined portal.

The new platform offers a wide range of features including digital onboarding, built-in-risk management & compliance monitoring, robust trading capabilities, unparalleled market insight tools, built-in CRM tools as well as vast customization options all through an elevated user interface.

"Being a leader within the fintech space for over two decades, we understand that technology is the most critical aspect to any financial services business," said Tony Petrilli, CEO of ViewTrade Holding Corporation. "At ViewTrade Holding, our success is driven by our deep understanding of our client's needs, and our work toward innovating to deliver solutions to those needs. With OneView, we built an all-in-one solution that directly addresses our clients' need to improve profitability by increasing productivity, while simultaneously reducing their operational and technology costs."

From within OneView, advisors can seamlessly manage their full workflow, including:

  • Onboarding customers and maintaining documentation
  • Account opening
  • Linking bank accounts
  • Setting up and managing models
  • Monitoring watchlists and the market
  • Selecting investments using "Insights"Executing the strategy via advanced block trading and allocation capabilities, while avoiding trading and allocation errors
  • Monitoring accounts/models/groups of accounts and rebalancing as needed
  • Seeing and acting on custodian requests, such as corporate actions and open items

"OneView is designed to satisfy every need of an advisor," said Sergei Lishchenko, Director of Digital Experience and Innovation at Orbis Systems. "From offering a bird's eye view of the advisor's entire portfolio, down to the individual account level, OneView brings advanced analytics and powerful rebalancing features to an advisor's fingertips. What used to take a team of specialists to execute can now be accomplished by a single advisor." 

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