Private Wealth: Connecting International Advisors And Fintechs To U.S. Markets

Tony Petrilli is the CEO of ViewTrade.

Russ PrinceWhat is ViewTrade Holding Corp., what are the challenges of serving clients across the globe and how do you address the needs of these firms domestically and on a cross-border basis? 

Tony Petrilli: Founded more than 22 years ago on the vision of creating a smoother, faster and more efficient trading process for firms seeking access to the U.S. equity and options market, today ViewTrade Holding Corp.—ViewTrade—through its subsidiaries ViewTrade Securities and Orbis Systems, is a staple across the globe. We have evolved to provide a cloud-based API infrastructure and offer services to empower the complete trading and investing lifecycle from account onboarding to executing the trade for financial firms worldwide. 

Today, our offerings continue to help banks, broker-dealers, advisors and fintech solution providers, in more than 20 countries on five continents, compete by offering solutions for global equity and U.S options trading and the processing of Crypto trading activity. We enable firms to easily create their customer’s user experience, without having to take on the burden of building the backbone technology that is necessary to meet regulatory, vendor, operational, and connectivity requirements. 

As you can imagine, working with clients across the globe, all with different compliance needs and ways of doing things, can have its unique challenges. However, we have designed our technology and APIs to be completely customizable and have established key partnerships to ensure all needs are met. 

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