We take pride in helping advisors protect their clients’ best interests—and we don’t compete with you for their assets.

Yes. You can use our technology platform while keeping assets with your existing custodian (or custody assets on the ViewTrade Institutional platform).

Experience
OneView

Manage client accounts with a modern trading and operational platform that works the way you do. OneView is designed exclusively for RIAs and is unlike any other advisor workstation.

Elevated user interface
Built-in risk management and compliance monitoring
Robust trading capabilities
Unparalleled market insight tools, rankings and data
Vast customization options
Choose your custodian

Gain efficiencies, cost savings and scale your business with a platform built to make your days easier—and more productive.

Digital Onboarding

Streamline your account opening process and onboard new clients in minutes using an online account application.

Investment and Analytics Tools

Gain access to our proprietary AlphaTools™ –to inform your trading decisions by providing highly graphical visualizations of market interactions. Supplement your investment expertise with, seasonality data, options radar, and TipRanks™. and access to market data and research from highly regarded global analysts. See how it works.

Trading and Wealth Solutions

Create model portfolios, allocate and execute trades, and manage administrative needs according to parameters you customize for each portfolio.

Execution Services
Block Trading and Allocations
Fully-paid-for stock lending
Stock loan services
Margin Accounts
Fractional Shares
Options Trading
Cryptocurrency

Bulk e-Signature for all your clients’ accounts

Set up bulk e-signature so your clients can avoid paperwork and conveniently complete the necessary forms online. You can also upload a spreadsheet to send forms to multiple clients for signatures all at once.

RIA Tech Suite

Offerings tailored to the specific needs of RIAs, hedge funds, family offices and breakaway teams can complement your existing technology.

Digital onboarding
Rebalancing Technology
Fractional Shares Services
CRM
Performance reporting
Management fee billing
New Account Funding

Street Integration

Save time importing and exporting files between different systems to get a complete snapshot of your clients’ holdings-including held-away assets. We have partnered with Morningstar to securely map ViewTrade Institutional account data to a host of third-party providers including portfolio management, reconciliation, compliance, trust accounting and performance systems.

Custom Branding for client statements and more

Deepen engagement with current clients and attract prospects with online and offline marketing materials that reflect your own organization’s identity. Brand your start-up website, client statements, performance reports—and even a client portal with your firm’s name and logo–without the need to hire your own tech resources.

Compliance Monitoring and Risk Management

Strengthen your protection against possible anti-money laundering violations using built-in customizable edit checks and real-time order monitoring prevent over-buying, over-selling, restricted stock or unauthorized activity. Our proprietary Watchmen Engine—a sophisticated, customizable rule-based compliance system works behind the scenes to provide you with transparency and control to help you manage risk levels.

Enhance Your Tech Stack

We understand you have limited time to spend on operational tasks, so our goal is to make it as easy as possible to work with us—offering digital services to connect new applications to your existing platform via APIs. Leverage our API packages without interfering with your existing back office technology to enhance your offering quickly and easily.

Build a Robo/FinTech Platform

Today’s advisors are increasingly looking at ways to work with new and different client segments, while bringing scale to their existing business. If you have ideas for a new fintech platform, or have been thinking of setting up a robo advisor, contact us so we can learn more about your business and help you bring your vision to life.

Tap into Consulting Services

You have questions, and we can work with you to find the answers. We will assist you one-on-one to understand your needs and develop a plan to move your business forward. Our consulting services include several areas of focus:

Technology Infrastructure

Our team of experts understands the specific needs of registered investment advisors and can offer guidance and advice as you seek to build or review your existing technology.

Starting an RIA

We can help you review your options, dig into the economics, understand the legal and compliance considerations, and support you along every step of the transition.

Firm Mergers and Acquisitions

Whether your focus is on revenue and asset growth, succession planning or clients, we can introduce you to some of the industry’s most seasoned professionals.

Let’s see how we can work together

Contact us