ViewTrade Holding Corp: Creating a Smoother, Faster and Efficient Trading Process

Kenneth Chan, Co-Founder, Managing Director, ViewTrade Holding Corp.
In an ever-changing and highly competitive finance industry, FinTech players are left with no choice but to continually adapt to newer trends and tread forward to carve a niche in the fintech landscape and make significant headway as the global leaders. But there are serious challenges that both the financial industry and its experts need to overcome—ranging from lack of experience to inadequate finance industry-based knowledge—to deliver market-proven platforms that drive success. To address such impediments, ViewTrade Holding Corp., (“VTH”), through its subsidiaries, ViewTrade Securities, Inc. and Orbis Systems, Inc. offers a suite of flexible and adaptable solutions to brokerage firms, banks, and financial firms worldwide. “Orbis Systems, Inc. meets the information needs of the industry as the go-to, cloud-based API and micro services infrastructure enabling brokerage services. The systems provided by Orbis are not only easy to use but also integrate seamlessly with existing infrastructures, thereby delivering holistic business experience to clients.” says Kenneth Chan, Co-Founder and Managing Director of VTH and President/CTO of Orbis Systems, Inc.

Comprehending the true value of fintech infrastructure for the future, Orbis is a REST-based, open, secure, API and platform. As one of the largest clients of Orbis, ViewTrade Securities, Inc., a FINRA/SIPC member firm, boosts the customer service team’s efficiency while also offering business-to-business services to fintech apps, investment advisors, brokerage firms and banks worldwide. Orbis's offerings span across API, micro services, advisor platforms, digitized content, market data and investment tools, addressing various use cases. For instance, the solution helps in executing orders, updating balances, viewing all orders from a single screen, exporting selected data, posting system-wide messages on the website, and receiving automatic updates on corporate actions. Furthermore, the solution is capable of establishing direct online access to markets, along with real-time quotes, rapid execution times, and valuable tools to evaluate market trends.

“Businesses want their financial well-being in good hands; we help clients design their businesses efficiently by providing them with tools as an additional service, via a monthly subscription-based business model,” says Chan.


Businesses want their financial well-being in good hands; we help clients design their businesses efficiently by providing them with tools as an additional service, via a monthly subscription-based business model


Once the business model is decided, Orbis decides on the API right away through user acceptance testing within a sandboxed environment to verify the software system before moving the application to the production environment. As an example, the team worked alongside a well-renowned financial broker/dealer that was backed by the investment support from venture capitalists and well-established global financial firms. The client needed a robust fintech environment to improve operational efficiency, increase cost-savings, and deliver personalized customer service. Upon engaging with the client, Orbis created a fast, reliable, and scalable infrastructure to provide a streamlined business experience and frictionless back-end processes. In the end, the client was very impressed with how they overcame the challenges at hand.

VTH envisions creating a smoother and more efficient trading process for non-USA firms seeking access to the USA equity and options markets by understanding the specific needs of its clients. The company’s technical know-how, coupled with the vast experience of working on user experiences and active client acquisitions, proves to be extremely beneficial while dealing with complex business requirements. In addition, VTH’s subsidiary, ViewTrade Securities, Inc. specializes in agency brokerage for wealth management firms in AML compliant countries. “They have already acquired clients from Asia and Europe. Right now, they are looking forward to expanding towards the Middle East, efficiently delivering market data to our clients within that demographic—and Orbis's technology will be instrumental.” concludes Chan while shedding light on the future roadmap of the company.

Company
ViewTrade Holding Corp

Headquarters
Jersey City, NJ

Management
Kenneth Chan, Co-Founder, Managing Director, ViewTrade Holding Corp. and President/CTO, Orbis Systems Inc.

Description
Founded over 20 years ago with the vision of creating a smoother, faster and more efficient straight through trading process for non-U.S. firms seeking access to the U.S. equity & option market, ViewTrade Holding Corp. and its subsidiaries ViewTrade Securities, Inc. and Orbis Systems, Inc. have evolved to provide turnkey white-labeled retail brokerage, technology, content, customer engagement and advisor solutions to brokerage firms, banks, and financial firms worldwide

ViewTrade Holding Corp