ViewTrade Institutional is an all-inclusive platform thoughtfully designed for registered investment advisors, hedge funds, wealth managers, TAMPS, FinTech platform providers and breakaway teams. Our mission is to empower registered investment advisors to manage their advisory businesses more efficiently and profitably with smart technology built by industry veterans.
Whether you choose to custody assets on the ViewTrade Institutional platform, or leverage only our technology solutions while using your custodian, you’ll have access to these unique offerings:
- ViewTrade OneTM trading and operational platform
- Investment data and analytics tools
- Service support and consulting
- Street integration
- Risk management tools
- Outsourced a la carte research
- Performance reporting
- Management fee billing
- Trading and rebalancing
- Seasonality and AlphaToolsTM
ViewTrade Institutional provides:
- access to US and global markets
- execution services
- fully-paid-for lending and stock loan
- debit/credit card, margin accounts
- e-signature account opening
- dedicated service and transition team
CRM | Portfolio Management Tool | Document Management Tool | Investment Analytics Tool | Trading/Rebalancing Tool | Client Portal Tool
Contact us for customized pricing.
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COMPANY ABOUT US:
We’re a globally-minded technology company driven by industry veterans who truly understand the unique needs of fee-only financial advisors, hedge funds and FinTech platform providers. We have challenged conventional norms to deliver greater value and a better client experience—and to offer new business opportunities for advisors seeking to grow in the US and abroad.