Thanks to the support of our clients, the tireless work of our team and continued momentum around several key initiatives, 2023 will be our best year yet.
Why? We are now more prepared than ever to meet the needs of clients and the creativity they bring to financial services with unified, comprehensive solutions. 2023 is the year we’re bringing it all together.
Over the years, our clients have expressed their desire for providers that can serve in a true partnership capacity – not merely as a broker or a technology vendor, but as a collaborative supporter that can help them level up across all areas of the business. That’s exactly what we’ve always set out to deliver, and we’ve taken several steps to fuel our continued success in reaching that goal.
In 2023 we launch our carrying broker services. In the past, our broker-dealer unit was unable to provide custody services to our clients – we could only introduce them to other entities, with our technology providing the connectivity. Today, clients that want to go through us to open accounts with clearing firms and bank custodians can still do so – but we now give them the option to utilize our technology to carry their own customer accounts, or to have us open, maintain and carry their customer accounts directly. That means clients now have the option to deliver both execution and custody through a single provider for more efficient processing and greater control over customer experiences. These efforts are not limited to the US. We are also laying the groundwork to launch full technology and brokerage operations, including custody, as a registered fintech and brokerage firm in India.
2023 will also be the year we launch a range of new products and services, including new mobile and web-based applications, our next-generation Watchmen and Onboarding platform, our first investment products platform that will facilitate our clients targeting long-term and high-net-worth investors, expansion of our agency stock-lending service, our expanded Global ID service, Click IPO integration and more, all accessible directly or via our ever-expanding API suite. This breadth of innovation is consistent with ViewTrade’s mission to help clients increase revenues, reduce costs and expand operating margins in an increasingly competitive landscape. We enter 2023 with the privilege of serving clients in 26 countries.
After decades of operating behind the scenes, we have reintroduced ViewTrade as a provider of integrated end-to-end solutions for financial services and fintech firms. We coupled this with a sleek new website and a completely revamped visual profile, with marketing focused on expanding brand recognition globally. We remain dedicated to delivering business-to-business-to-customer services to new and established financial services providers, embedded fintechs and other firms pursuing digital transformation around the world.
So, as excited as we are about how 2022 went, there’s much more to come. We expect continued engagement in financial services among retail investors, so the need for seamless and cost-effective technology, support and brokerage services will only increase. Our business model has proven its value for our clients, and we remain poised to help them meet the needs of investors, both now and in the future.
It’s all on tap for 2023. Watch this space to keep up with our journey – and, as always, if you’d like to learn more about how we can help your business realize a wealth of possibilities, don’t hesitate to drop us a line.
Tony Petrilli is CEO of ViewTrade. Tony has over 40 years of cross-border financial services experience, building, delivering, and leading financial technology and brokerage services worldwide.