Orbis Systems launches OneView, a revolutionary all-in-one solution for advisors
The new platform offers a wide range of features including digital onboarding, integrated risk management and compliance monitoring, robust trading capabilities, unparalleled market analysis tools, integrated CRM tools as well as extensive customization options through an improved user interface.
“As a leader in fintech for more than two decades, we understand that technology is the most critical aspect of any financial services business,” said Tony PetrilliCEO of ViewTrade Holding Corporation. “At ViewTrade Holding, our success is based on our deep understanding of our customers’ needs and our innovation work to provide solutions to those needs. With OneView, we have built an all-in-one solution that directly addresses the need of our customers to improve profitability by increasing productivity, while simultaneously reducing their operational and technology costs.”
From OneView, advisors can seamlessly manage their entire workflow, including:
- Customer onboarding and documentation maintenance
- Account opening
- Link bank accounts
- Model configuration and management
- Watchlist and market monitoring
- Selection of investments using “Insights”
- Execute the strategy via advanced block and allocation trading capabilities, while avoiding trading and allocation errors
- Monitoring of accounts/models/groups of accounts and rebalancing if necessary
- View and act on custodian requests, such as corporate actions and open items
“OneView is designed to meet all of an advisor’s needs,” said Sergei Lishchenkodirector of digital experience and innovation at Orbis Systems. “By providing a bird’s-eye view of the advisor’s entire portfolio down to the individual account level, OneView brings advanced analytics and powerful rebalancing capabilities to the advisor’s fingertips. What previously required a team of specialists to execute it can now be accomplished by a single advisor.”
About ViewTrade Holding Corporation
ViewTrade Holding Corp. (“ViewTrade”), through its subsidiaries ViewTrade Securities, Inc. and Orbis Systems, Inc., is leading the industry in the digital shift to integrated finance and helping to democratize investing worldwide . ViewTrade offers its customers – ranging from brokers to fintech disruptors and financial institutions – a competitive advantage by providing a direct and cost-effective connection to US markets.
Today, ViewTrade serves clients in more than 20 countries on four continents, representing millions of individual investors. Our offerings translate into multiple languages and provide customer service in over a dozen languages. As a B2B company, we never compete with our customers for business.
ViewTrade Securities products run on innovative technology from Orbis Systems. The company has over 20 years of experience in the financial markets. In addition to powering ViewTrade platforms, Orbis Systems provides other fintech disruptors and innovators with breakthrough APIs and seamless integration with brokers, clearing and custodian providers, market data and content providers. information, as well as AML and KYC providers.
For more information, visit the websites of ViewTrade Securities, Inc. (Member FINRA and SIPC) and Orbis Systems, Inc., and follow ViewTrade Holding Corporation on LinkedIn and Twitter.
SOURCEViewTrade Holding Corporation