Cross-border investing for financial services firms
​Our Key Strategic Partner - ViewTrade
Opening up previously inaccessible markets to businesses providing financial services to investors worldwide.
ViewTrade
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ViewTrade's founding, over 20 years ago, coincided with the emergence of online retail brokerage outside of the United States, and the firm has been a leader in providing innovative, electronic access to the all-important U.S. market.
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ViewTrade provides the technology, support and brokerage services needed by business innovators – ranging from technology startups to large banks, brokers and advisors – to create the differentiating investment experiences that their customers demand.
Technology Services
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ViewTrade offers robust, easy-to-use APIs, SDKs and a technology stack that supports the full investment lifecycle
Digital Onboarding
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Fast, efficient technology to streamline the customer's experience and enable holistic digital account opening, compliantly and at scale.
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Automated document and identity verification via connections to KYC providers around the world.
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Digital document creation, retention and version control including electronic signature capabilities.
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API connectivity to clearing firms, brokers, and custodians via our Custodian Gateway
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Compliance and Customer Service Dashboards
Order Management System
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Plug-and-play services that can support the entire trade lifecycle through any delivery method, including FIX, file transfers, APIs and web sockets
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Real-time visibility and control over all customer accounts, operations, routing and compliance – all on a single order management system, purpose-built to handle retail flows.
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User/Account/Order/Position monitoring and control, including buying power and trading limit monitoring and control.
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Bank linking and money movement monitoring and control.
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Trade surveillance, including manipulative activity identification.
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Full support and management over Options trading, market data subscriptions, corporate actions, business analytics and more.
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Robust risk management and compliance capabilities, including daily mandatory compliance reporting to regulators.
Industry Integrations
ViewTrade integrates with the industry’s leading venues, tools and capabilities and can integrate with a preferred vendor, custodian, or other industry partner, at no cost.
Market Insights
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ViewTrade delivers insights, data and analytics to enable customers to make informed investing decisions, for example:
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Market data/quote delivery services
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ETF center
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Stock screeners
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Heat maps
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Sector and industry views
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Company profiles
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Developer Suite
ViewTrade has an unrivaled suite of API endpoints for every element of our Services, plus JavaScript, Java, and Golang SDKs.
Brokerage Services
Clients can use ViewTrade's in-house broker (ViewTrade Securities, Inc.), handle brokerage on their own, or use other firms for brokerage, clearing and custody. Third-party integration with ViewTrade’s technology is fast and cost effective.
ViewTrade Securities Service
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Pre-market, post-market and overnight trading of U.S. equities
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Access to global markets via our established network of executing partners and exchange memberships
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Fractional share and dollar-based investing.
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Single and multi-leg options.
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Retail and omnibus account services
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Introducing broker services to established clearing firms and custodians
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Award-winning brokerage and operations support in English, Mandarin, Cantonese, Hebrew and Spanish
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Pricing flexibility that aligns with your revenue models
ViewTrade Connect Partners Service
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Broker custody and clearing services
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Bank custody and settlement services
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IPO access services
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Algo trading models
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US and cross-border banking services
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Crypto trading and custody services
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Stock lending services
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US and offshore mutual fund services
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Margin lending and cash management services
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Year-end 1099 and 1042-s tax statements
One + One Engagement with ViewTrade
One+One is providing support in strategic partnering initiatives, including with VVDN.
VVDN is helping upgrade backend systems to be highly scalable, agile, and future-ready.
VVDN is providing technology support in regional expansion initiatives.