Helping clients with their U.S. brokerage offering
ViewTrade for Business brings together the capabilities of ViewTrade Securities and Orbis Systems to provide solutions to meet the technology, information and brokerage needs of brokerage firms and banks worldwide.
We specialize in Agency Brokerage for the Wealth Management, Private Client and Retail Brokerage Divisions of regulated Brokers and Banks in AML compliant countries.
We understand customer service and provide functionality that increases your customer service team’s efficiency while increasing both theirs and your customer’s satisfaction.
The Watchmen Engine provides the transparency and rules-based controls that protect your business and ours, as well as the custodian's, providing your business with the stability it needs to grow.
Institutional Order Flow
Retail Order Flow
Customer Service Support
We understand customer service and provide functionality that increases your customer service team’s efficiency while increasing both theirs and your customer’s satisfaction.
We have a full middle office customer support platform with Real-Time order and position information and control including:
- FIX Heartbeat Monitoring
- Full Order Record, with millisecond time stamp
- Full Order Status Record
- Open Order Management
- Full Order and Trade History
- Business Analytics
- Order Statistics
- Commission Control
- Stock Borrow Locate Control
- Option Exercise Control
- Position Search and Archive
- Order Search and Archive
- Stock Split Control
- Option Trade Control
- Customer Set up Control
- User Access History and Control
- Account Balance and Portfolio Control
- Account Restriction Controls
- Option Margin Requirement calculated Pre-Trade
- Export Function
- Displayed content control
- Trading and Content platform language control
- Customizable mobile apps
- Visual customization of our products to match your corporate identity
We provide the full breadth of Business to Business Services

- Services in setting up your U.S. brokerage offering locally and in complying with U.S. rules and regulations, including IRS, FINRA and SEC.
- Turnkey technology and bespoke technology development services.
- Turnkey content and content integration, including customized financial information portal , with original content in your local language.
- Execution and Net Settlement of all trades on your behalf handled by ViewTrade Securities, which simplifies funding and maintenance of the account.
- Your traders and staff are freed up from having to reconcile with multiple execution venues. ViewTrade Securities handles order routing and provides a full report of the execution by the venue to you in real-time.
- Clients receive a single and complete transaction file, regardless of the number of venues involved in the execution of an order.
- Improve Risk Management by having order-level edit checks, such as position limits, cash, easy-to-borrow stock list, broker restrictions, and buying power.
- Assistance with IRS compliance – Forms 1042, 1042-S, filing extensions, referrals to third-party IRS compliance software, application for QI status, QI Withholding Statement compliance, and more.