Finextra: ViewTrade launches advisor platform

Orbis Systems, Inc., a subsidiary of ViewTrade Holding Corp. and leading fintech company, announces the launch of OneView, an all-in-one advisory platform.

OneView is designed for investment managers, brokers, and family offices that manage multiple accounts or multiple custodians. It simplifies day-to-day activities and workflow, enabling users to easily view and access accounts through one streamlined portal.

The new platform offers a wide range of features including digital onboarding, built-in-risk management & compliance monitoring, robust trading capabilities, unparalleled market insight tools, built-in CRM tools as well as vast customization options all through an elevated user interface.

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