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).
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.
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: