Truly custom advisor technology that integrates with your existing tech stack.

Our sister company, Orbis Systems, is a leading provider of customized, technology-driven solutions for the global financial industry and the technology backbone for ViewTrade Institutional. Orbis Systems technologists’ have deep knowledge of the financial services industry, designing and developing tools for RIAs to make each day more productive.

At Orbis Systems, success is driven by a deep commitment to incorporating the latest technology, delivering fast and safe trading tools and market connectivity you can rely on.

Getting Started

1

You want to develop a new tech front-end, enhance your client’s experience, build a completely new offering, or integrate a new application.

2

Contact Us and we will assess your situation and introduce you to our technology consultants, our API Library, and our custom platform services.

3

We will help you design it all. From a new onboarding solution for clients in India or Indiana, to account funding workflow for fractional shares trading, we can help you bring your idea to life.

OneView

Experience a modern, user friendly trading and operational platform built for advisors by advisors. OneView combines real-time market insight tools with customization and enterprise-level risk management. It is the ideal platform for registered investment advisors seeking to work efficiently.

OneView RIA platform dashboard

Integrations

Open, secure RESTful APIs enable you to strategically connect the tools and applications you want to build your ideal platform.

Client Access + Mobile Apps

Orbis Technology consultants can work with you to build a complete, customizable, client portal as a web and mobile application, personalize it with your firm’s identity, and then help you implement it.

Technology Consulting

It’s not easy to stay ahead of the tech curve when you’re running your own business. We offer services to review your existing technology and advise on ways to drive efficiency and reduce operating costs.

Tap into our technology consultants to get your business up and running, build you a start-up complimentary website, implement new software, or assess your current tech stack.

Custom Platforms — Designed and Built For You

Work with Orbis Systems, our sister technology company, to bring your idea to life.

Specializing in technology systems for advisors and their clients, Orbis can transform your idea into a digital platform:

  • Robo engines
  • FinTech platforms
  • Client portals
  • Marketing websites

Contact us to learn more, or to get started on your next project.

Best Practices

Are you considering implementing new software and not sure if it will be worth the investment?

Do you feel as though your current technology offering is not quite up to date and may be holding you back from scaling your business?

Our in-house tech consultants have extensive experience working with advisors like you and can help you determine best practices based on your current situation and future goals.