“From offering a bird’s eye view of the advisor’s entire portfolio, down to the individual account level, OneView brings advanced analytics and powerful rebalancing features to an advisor’s fingertips.”
ViewTrade subsidiary Orbis Systems has launched an all-in-one advisory platform going by the name of OneView. The solution is designed for investment managers, brokers, and family offices that manage multiple accounts or multiple custodians.
OneView enables an easy way to view and access accounts through one streamlined portal, simplifies the workflow, and boasts a range of features including digital onboarding, built-in-risk management and compliance monitoring, trading capabilities, market insight tools, built-in CRM tools, and customization options.
Tony Petrilli, CEO of ViewTrade Holding Corporation, commented: “Being a leader within the fintech space for over two decades, we understand that technology is the most critical aspect to any financial services business. At ViewTrade Holding, our success is driven by our deep understanding of our client’s needs, and our work toward innovating to deliver solutions to those needs. With OneView, we built an all-in-one solution that directly addresses our clients’ need to improve profitability by increasing productivity, while simultaneously reducing their operational and technology costs.
Sergei Lishchenko, Director of Digital Experience and Innovation at Orbis Systems, said: “OneView is designed to satisfy every need of an advisor. From offering a bird’s eye view of the advisor’s entire portfolio, down to the individual account level, OneView brings advanced analytics and powerful rebalancing features to an advisor’s fingertips. What used to take a team of specialists to execute can now be accomplished by a single advisor.”
The advisory platform allows professionals to manage their full workflow with the following tools:
Onboarding customers and maintaining documentation
Account opening
Linking bank accounts
Setting up and managing models
Monitoring watchlists and the market
Selecting investments using “Insights”Executing the strategy via advanced block trading and allocation capabilities, while avoiding trading and allocation errors
Monitoring accounts/models/groups of accounts and rebalancing as needed
Seeing and acting on custodian requests, such as corporate actions and open items
The user interface allows advisors to oversee all their clients and accounts on a single secure and convenient dashboard that adapts to their personal needs. With a sleek and flexible interface, OneView enables RIAs to get a clear and complete view over accounts, trading, and money management.
