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ViewTrade helps firms harness digital innovations to their advantage and appeal to the new generation’s buyer values, offering digital content and tools as enhancements rather than substitutes for human advisors. “We believe that the winning model is providing investors with the tools to make informed investment decisions while remaining connected to their advisor,” explains Petrilli. “We are unique in that we are specializing in both the technology and the brokerage elements needed for financial firms to succeed and for us to partner with them in that success.” ViewTrade provides business-to-business services to investment advisors and brokerage firms worldwide. Their digital services span from white-labeled online trading and advisor platforms, and digitized content and market data—to alpha-seeking and investment tools as well as compliance and risk management offerings.
We believe the winning model is providing investors tools to make informed investment decisions while remaining connected to their advisor