Meet ViewTrade, A 2020 Fintech Awards Finalist

Benzinga will be holding its annual Benzinga Global Fintech Awards, a day of dealmaking, networking, and recognition in the financial technology space, on Nov. 10, 2020.

In recognition of those disruptive innovators creating positive and diverse change within the financial services space, Benzinga presents ViewTrade.

About ViewTrade

Founded more than 20 years ago, ViewTrade Holding Corporation, through its subsidiaries, ViewTrade Securities and Orbis Systems, is helping financial firms accelerate innovation. Global fintech firms, startups, banks, broker-dealers, and advisors look to ViewTrade to achieve their business vision of enabling investors a convenient and streamlined way to trade in U.S. equity markets.

In the simplest way possible: ViewTrade offers a suite of flexible and adaptable solutions designed to meet the technology, information, and brokerage needs of today's financial services firms.

Core Product Portfolio

ViewTrade has developed technology that reduces implementation time and lowers costs to help financial firms focus on their clients' experience.

Firms can choose which cloud-based APIs and services to integrate selecting from a growing number of offerings:

• Account onboarding
• Digital Know-Your-Customer (KYC) and Anti-Money Laundering (AML) checks
• Electronic capture of ID cards
• Electronic agreements
• Electronic W-8 BEN form processing
• Real-time bank account linking
• Cross-border funding APIs
• Fractional share trading
• Robo allocations
• Market insight, news, research, and data

Use Case, Recent Developments

In light of changing market dynamics, ViewTrade amped up its efforts around RIA technology solutions.

In a statement on the development, CEO Tony Petrilli said: “Delivering a platform that meets the needs of each constituent within the RIA firm—the client, the investment officer, the trader, the client service representative, the operations associate, the compliance officer, the third-party manager, and the robo offering of the firm, requires a whole different type of technology. You must look at it from a completely different perspective. You have to move away from technology built around core processing and control toward technology built around digitized services.”

“We have done this using very modern technology on the front-end, with APIs to the back-end and middle office so that the front-end can be customized without worrying about the impact downstream.”

Innovation Outlook

Going forward, ViewTrade looks to be on the front lines of financial services innovation. It will accomplish this through a focus on technology.

“Over the last 20 years, ViewTrade has provided solutions to help banks, broker-dealers, advisors, and fintech firms spanning 4 continents achieve success offering their customers access to the U.S. markets,” said Jody Giraldo, Director of Institutional Sales at ViewTrade Securities.

“Through our ever-expanding suite of APIs, regulatory technology (regtech), trading technology and service options, we can assist your firm in exploring new revenue generating opportunities, and we can help your firm stay compliant with IRS, FINRA and SEC regulations so you can focus on your business growth.”

To learn more about ViewTrade, click here.