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.