Finance Feeds: ViewTrade’s Orbis Systems Launches Advisory Platform Overview for RIAs

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.

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