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A Wealth of Possibilities with ViewTrade

Your Comprehensive Guide to All Things WealthTech

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 in wealth management is growing – and that means high-performance financial advisory technology, real-time information, operational efficiency and overall digital transformation are absolute must-haves.

At ViewTrade, we pride ourselves on our ability to offer market-specific services and investment technology solutions to the diverse array of international markets we serve. Here, you’ll find a collection of materials spanning the full range of our wealth management software capabilities.

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Inside WealthTech with ViewTrade

Press Release – ViewTrade Claims “Best Onboarding Product” Win at the 2024 WealthBriefingAsia Awards

In this press release, ViewTrade announces that it has won the “Best Onboarding Product” award at the WealthBriefingAsia Awards 2024. This is the second consecutive year ViewTrade has taken home a category win from WealthBriefingAsia.

Press Release – ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

In this press release, ViewTrade announces through its technology subsidiary the official launch of NextGen, the B2B2C retail trading platform that enables financial institutions around the world to deliver differentiated investing experiences while complementing their existing offerings.

OneView: The All-in-One Advisory Platform

Explore the core features and capabilities of OneView, our all-in-one advisory platform designed for investment managers, RIAs, brokers, family offices and anyone else managing multiple accounts.

Case Study — Implementing Plug-and-Go-Technology to Move Seminario’s Retail Investing Online

In this case study, we explore how ViewTrade armed Seminario with online trading capabilities through the implementation of an agile and secure white-labeled platform, allowing Seminario’s customers to trade and invest more efficiently.

Q&A — WealthBriefingAsia Award Win Interview

Hear from ViewTrade CEO Tony Petrilli on ViewTrade’s mission, success and recognition as Best Overall WealthTech Provider (India) in this interview with ClearView Financial Media.

Explore More Resources

Consolidated Efficiencies: Inside ViewTrade’s Omnibus Solution

Learn about ViewTrade’s omnibus offering, the ideal solution for financial services firms seeking to maintain high-touch relationships with their retail and institutional clients.

Compounding Benefits: Inside Our Work to Bring DRIPs to the Asia-Pacific Retail Community

This blog post explores ViewTrade’s efforts to introduce Dividend Reinvestment Plans (DRIPs) – a simple, yet powerful investment strategy – to the APAC region.

ViewTrade Awarded “Best Overall WealthTech Provider for India”

In this press release, ViewTrade announces its win at the WealthBriefingAsia Awards 2023 – a testament to its focus on delivering modern solutions that empower global market access.

Press Release – ViewTrade Releases OneView, a Revolutionary All-in-One Solution for Advisors

In this press release, ViewTrade announces the launch of OneView. Read on for details on how OneView delivers everything clients need to confidently trade and manage investments, all via an elevated user interface.

The Force That Fuels Digital Finance

Looking for a partner to relieve you from the minutia and complexity of financial services so you can focus on delivering great customer experiences?