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Viewtrade releases upgraded version of white labelled investment platform

ViewTrade Holding Corporation (“ViewTrade”), the force that fuels digital finance, today announced through its technology subsidiary the official launch of NextGen, the B2B2C retail trading platform that enables financial institutions around the world to deliver differentiated investing experiences while complementing their existing offerings.

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ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide.

Designed to reduce time to market and the cost of delivering a fuller portfolio of financial services to retail customers, NextGen is built on a comprehensive and modern technology stack that can connect with any broker, custodian or third-party technology. NextGen is tailored to the needs of firms anywhere in the world in search of a white-labeled investment platform - from banks and brokers to providers of embedded investing, retirement planning, alternative investing, foreign exchange trading, research and content, as well as multinational financial institutions and financial advisors.

Alongside enhancements to ViewTrade’s premier solution for advisors, OneView, the launch of NextGen represents a powerful combination for wealth management, retail brokerage, and related markets. As part of ViewTrade’s holistic suite of technology, brokerage and global market access services, NextGen is a turnkey solution for firms who wish to introduce or enhance their retail investing and wealth management offerings.

With NextGen, ViewTrade’s clients can offer their retail customers:

A white-labeled investing experience, fully customizable both visually and functionally, available as a mobile- and desktop-ready responsive web app in addition to native iOS and Android applications
A modern interface for trading stocks, options (including complex, multi-leg strategies), ETFs, mutual funds, UCITS, fixed income and more
Multiple languages, including complete support and top-to-bottom UI localization for right-to-left (RTL) languages
Market news and watchlists
Historical performance/trading history
Simplified deposits/withdrawals
Advanced charting, screeners and technical tools
Robust security and data encryption measures

Beyond NextGen, ViewTrade plans continued enhancements to OneView, including:

Support for a broader range of fixed income use cases and transaction types
Additional cross-border mutual fund capabilities
Expanded access to international markets
Additional software deployment options, including on-premises and cloud-hosted

With demand for faster, more efficient and modern WealthTech solutions growing around the world, ViewTrade’s end-to-end technology offerings decrease the complexity inherent in engaging different vendors for each phase of the investment lifecycle, encompassing everything from digital onboarding to trading to long-term wealth management. Additionally, ViewTrade provides robust, easy-to-use APIs, SDKs and connectivity to facilitate cross-border investing with solutions for KYC, order management and trade execution, market data, tax support, regulatory compliance, custody, clearing and more.

“We are excited about the official launch of NextGen as part of our ongoing mission to provide the most innovative solutions to established and emerging financial institutions and their customers all over the world,” commented ViewTrade CEO, Tony Petrilli. “We are continuously adapting and improving our solutions based on client feedback and market trends, ensuring that investors are empowered to make informed decisions while capitalizing on emerging opportunities. At the same time, we are continuing to advance the state of the art across the entire range of our solution set: from digital onboarding to regulatory reporting, order management and execution to custody and clearing. ViewTrade succeeds when our clients succeed.”

With these ongoing enhancements, ViewTrade strengthens its position as the premier partner for businesses pursuing digital transformation within financial services. By offering their B2B2C services globally, wealth management professionals, investment advisors and all manner of financial institutions and fintechs can continue to rely on ViewTrade’s innovation and expertise to bring differentiated, customer-centric offerings to market.

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