Email firstname.lastname@example.org to begin streamlining and expanding your retail
brokerage capabilities with OneView, the All-in-One Advisory Platform
No matter where you are in the world, financial advising is rapidly becoming more complex. As investor demands become more diverse and sophisticated, the need to provide differentiated client service is growing – and that means high-performance technology, real-time information and operational efficiency are absolute must-haves.
Built for investment managers, independent brokers, family offices and anyone else managing multiple accounts, OneView delivers everything you need to confidently trade equities and options, take consolidated views, drill into individual accounts, and keep your clients happy in the process.
The result? Increased productivity and reduced costs.
Download our OneView Product Sheet to learn about its core features including: