ViewTrade’s Orbis Systems launches advisory platform OneView for RIAs

Rick Steves

“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.

Read this next

Executive Moves

Scope Markets promotes James Hughes to head of marketing

Belize-based FX and CFDs brokerage Scope Markets has promoted James Hughes, who until recently was its head of brand, to take on an expanded role as the company’s global head of marketing.

Retail FX

Fraudsters clone Financial Commission’s website, two ex-members under suspicion

The Financial Commission, an industry-specific dispute resolution service that caters to the financial services industry, today announced that it believes a clone website has been impersonating its membership roster.

Retail FX

CMC Markets warns of operational challenges in Q1

CMC Markets PLC (LSE:CMCX) said in a trading update for the fiscal year 2023 that February and March posed a more challenging environment with lower equity volumes and a higher proportion of lower margin institutional trading activity.


Why Is Digital PR So Important for Financial Service Providers? Buzz Dealer’s CEO Uri Samet with the Answers

Digital PR is all about spreading your message faster, wider, and stronger in the online world, through proper SEO, link-building, and organic and paid social media work.

Inside View

Why And How Are Virtual Cards Disrupting The Finance Industry

Virtual cards have the potential to revolutionize the finance industry by providing faster and more secure payments, wider acceptance, and eco-friendliness.


Sweat Economy’s Oleg Fomenko on upcoming launch of Move-to-Earn app in the US

With the crypto winter’s biggest hurdles seemingly behind us as the prices of Bitcoin et al. climb the charts again, the Web3 economy is preparing for the next phase.

Industry News

OptionMetrics acquires Woodseer to add dividend forecast data for equities

“The addition of Woodseer’s product suite will enhance our ability to serve financial market stakeholders and academic institutions in their analysis of equity market performance and risk.”

Digital Assets

Metacade raises over $14.7M as presale set to close in 72 hours

Metacade, one of the most exciting GameFi ventures of 2023, has now raised over $14.7m as the presale goes into its final hours. With over 90% sold, the project expects to sell out ahead of their scheduled closing time, set for Friday 31st March at 23:59 Pacific Time. 

Digital Assets

Coinme launches Circle’s USDC on Stellar network

“By enabling USDC on Stellar in the Coinme wallet, anyone with cash can now utilize the Stellar blockchain to access a fully-backed dollar digital currency. People can now swap their cash for USDC on Stellar and send it in seconds for the cost of a penny.”