ViewTrade wins “Outstanding All-in-One Brokerage Solution” at the FinanceFeeds Awards 2023

This accolade recognizes ViewTrade’s relentless commitment to delivering cutting-edge solutions and setting new standards in the world of brokerage services.

To gain deeper insights into ViewTrade’s exceptional journey and the remarkable achievements that led to their recognition as the “Outstanding All-in-One Brokerage Solution” at the FinanceFeeds Awards 2023, we had the privilege of conducting an exclusive interview with ViewTrade’s key leadership team.

ViewTrade for fractional, overnight, multi-asset trading (and more)

ViewTrade’s journey is one that aligns perfectly with the evolution of global finance. In 2000, they entered the scene at a pivotal moment, helping to usher in the era of online retail brokerage outside the United States. Since then, they have been at the forefront of change, leading the industry by providing innovative electronic access to the U.S. market.

This award is a testament to ViewTrade’s mission—to empower investing everywhere. In an industry where competition is fierce, ViewTrade has consistently equipped fintechs, banks, brokerages, and advisors with tools that were once reserved for a select few. Their solutions have been instrumental in democratizing access to sophisticated investment capabilities.

ViewTrade’s all-in-one brokerage solution is nothing short of groundbreaking. It encompasses a comprehensive range of features designed to meet the diverse needs of clients worldwide. Whether it’s international market access, fractional investing, overnight trading, multi-asset support, digital onboarding, KYC/AML compliance, banking services, order management, market data, execution, custody, tax support, or regulatory reporting – ViewTrade has it all, all within a single, integrated platform. This holistic suite of services streamlines operations across global markets, providing efficiency and effectiveness to their clients.

ViewTrade accelerates global expansion

One of ViewTrade’s standout attributes is their unwavering commitment to client success. Regardless of whether clients choose to use ViewTrade Securities, Inc., their in-house broker, or prefer external brokerage, clearing, and custody services, ViewTrade’s state-of-the-art technology ensures a seamless and collaborative experience. Their flexibility underscores their dedication to fostering cooperation within the industry.

But ViewTrade’s success is not limited to their past achievements. This award reflects their ongoing commitment to continuous improvement. In 2023, they are pushing the boundaries even further. Their OneView solution for investment advisors, which is just over a year old, continues to evolve with ongoing development efforts. Additionally, ViewTrade has made significant enhancements to user experience and UI for their suite of solutions, including OneView and the OMS tailored to retail flow, Watchmen.

As part of their global expansion strategy, ViewTrade has recently established its first full-service international operations center. This strategic move signifies a major development for financial services firms catering to non-U.S. residents. With key hires in the APAC region, ViewTrade is poised for even more remarkable growth and progress.

An interview with Kenneth Chan, President – Technology Services

Now to the interview, where we explore ViewTrade’s mission, their comprehensive suite of services, and their vision for the future of financial services. Join us as we delve into the world of ViewTrade and discover how they are shaping the future of brokerage solutions and empowering investors worldwide.

1 – Congratulations on winning Outstanding All-in-One Brokerage Solution at the FinanceFeeds Awards 2023. What does the award mean to you in the age of B2B2C solutions for financial services providers and embedded fintechs?

This is a wonderful recognition of the completeness of our offering, and its suitability for a wide range of clients around the world. Now in our third decade, ViewTrade’s mission is to empower investing everywhere, equipping fintechs, banks, brokerages, advisers and more to provide their clients with the kind of investment capabilities previously reserved for the select few. We continue to invest in enhancing and expanding our range of offerings, and we’re proud to win this award.

2 – As an All-in-One Brokerage Solution, what specifically does ViewTrade offer?

ViewTrade’s clients benefit from an out-of-the-box solution that can include any or all of the following: international market access, fractional investing, overnight trading, multi-asset support, digital onboarding, KYC/AML, banking, order management (OMS), market data and content, execution and custody, tax support, integration with data and analytics providers, regulatory reporting and more–all without our client needing to operate in foreign markets. We encourage FinanceFeeds readers to visit our website, www.viewtrade.com, and to connect with us on social media.

3 – Whether a client uses its in-house broker (ViewTrade Securities, Inc.) or uses other firms for brokerage, clearing and custody, they can work with third parties using the ViewTrade technology. What features are included in the platform?

ViewTrade’s mission is to empower investing everywhere, and to help banks, brokers, fintechs and others outside the US gain streamlined access to one of the most vibrant investing markets in the world. As such, our offering is complete–hence the award–through a combination of our broad technology stack, in-house brokerage (ViewTrade Securities) and our robust industry integrations.

ViewTrade clients enjoy access to both enabling technologies used in-house (such as an order management system, KYC/AML and regulatory reporting) and customer-facing technology that unlock a variety of products and asset classes in a streamlined way (including digital onboarding, money movement, customer portals, market data and more).

4 – Are there new additions to the ViewTrade offering in 2023?

OneView, our all-in-one solution for investment advisors, is just over a year old today, and continues to benefit from focus and ongoing development. We have also made significant investment in the user experience and UI for our full range of solutions–including OneView and Watchmen, our OMS tailored to retail flow.

We also continue to onboard more data sources and integrations, further extending the value of our flexible API suite, and have added functionality to cover a growing list of regulations in the US market. This is a natural extension for our offering, which is intended to provide our clients a set of turnkey solutions for accessing the US market and other markets around the world.

In addition to top-level products, we have also added or expanded support for a growing number of investable assets for our clients’ customers, including dividend reinvestment plans (DRIPs), regular savings plans, overnight trading, fractional trading, options trading and more.

5 – ViewTrade has established its first full-service international operations center to meet the needs of financial services firms catering to non-U.S. residents. What will it mean for broker clients across the globe?

ViewTrade recently announced two strategic hires in APAC: Laksh Gangwani, our Chief Revenue Officer for APAC and the Middle East, and Ronit Kar, Head of International Growth. We have more news coming in the region, and will be sure to let FinanceFeeds and your readers know as soon as the time is right!

ViewTrade’s victory as the “Outstanding All-in-One Brokerage Solution” at the FinanceFeeds Awards 2023 is a momentous occasion.

It acknowledges their rich history, their tireless pursuit of innovation, their comprehensive solutions, and their unwavering dedication to client success. ViewTrade has set a new standard in brokerage solutions, and the future looks incredibly promising for this pioneering company.