Whether you currently work with 5 clients or 500 clients, we can help you turn your dream into reality.
Your business is our only focus, and we understand that each situation is unique. We’ve tailored our onboarding experience to ensure you have expert guidance and support before, during and after your transition to ViewTrade Institutional.
We can work with you to create a tech offering that can complement your existing business and best support the clients you work with via an automated platform. Our flexible technology can help you design an offering to accommodate different security types, trade types and investor types including high-net-worth individuals.
- Digital onboarding
- Automated Know Your Customer (KYC) checks
- Access to custodial services
- Fractional shares
- Options trading
- Account funding
- Client statements
Technology plays a critical role in the work you do.
Our team of tech consultants understands the specific needs of registered investment advisors and can offer guidance and advice as you seek to review and upgrade your existing technology.
If you are thinking of streamlining and simplifying, ViewTrade Institutional can help you navigate those decisions.
Dreaming of becoming a Registered investment advisor?
Our in-house team will guide you through the process of becoming independent, offering you:
- A documented transition plan covering all aspects of the process to ensure a seamless
experience for your clients.
- The option to leverage ViewTrade Securities as an independent broker-dealer if you choose to maintain some commission business in addition to fee-based business.
- A start-up website and mobile app so you can market your services as an RIA from day one.