ViewTrade Partners with Moment for Investment Innovation
ViewTrade, a global leader in financial technology solutions, has joined forces with Moment, a premier platform for fixed income execution, to significantly improve access to fixed income markets for investors. This exciting partnership will allow financial advisors to offer clients fractional investments in fixed income portfolios, making these investment opportunities more accessible.
Enhancing Access to Fixed Income Markets
The integration of Moment's comprehensive API suite with ViewTrade's Advisory Account Platform represents a major leap in investment accessibility. Advisors will now have the ability to allocate client assets to an array of fixed income strategies, such as treasury and corporate bonds, that were traditionally difficult to navigate. This enhanced platform also delivers real-time analytics, optimized portfolio configurations, and efficient trade executions.
Advisors Empowered by Technology
Barry Bernstein, the Managing Director and COO of Technology Services at ViewTrade, expressed enthusiasm about this strategic alliance, stating, "We are excited to partner with Moment to enhance our fixed income offering. This collaboration allows us to provide investors with access to investment strategies previously available only to institutional clients. With fractional investing, we aim to reduce barriers and welcome more investors into the fixed income market."
Democratizing Market Access
Dylan Parker, CEO of Moment, further emphasized the significance of this partnership, noting, "This partnership with ViewTrade marks a significant step in our mission to democratize access to fixed income markets. By leveraging our technology alongside ViewTrade's extensive experience, we can empower advisors to offer innovative solutions tailored to retail investors' needs."
Moment's Platform Integration
Moment's platform is poised to enhance ViewTrade's offerings by providing its research, trading, and advisory clients with a streamlined solution for managing fixed income portfolios. Advisors will be able to explore various strategies, analyze performance metrics in depth, and allocate assets confidently to their fixed income models. The incorporation of fractional allocations is a strategic move intended to extend professional management benefits to a wider audience of retail investors.
About ViewTrade
ViewTrade is a prominent provider of global investment and trading technology solutions, facilitating cross-border investing for financial services firms worldwide. The company is dedicated to delivering supportive technology and brokerage services that empower innovators to quickly establish or refine their retail investing experiences. Over the past three decades, ViewTrade has collaborated with more than 300 firms spanning startups to major banks and advisors, helping them create standout investment experiences that meet their customers' evolving expectations. With clients located in over 30 countries and a seasoned team that possesses in-depth expertise in brokerage technology and services, ViewTrade equips its business clients with the investment access and financial solutions they need.
About Moment
Moment specializes in providing advanced technologies for fixed income trading, delivering market data and portfolio management tools tailored for wealth management platforms. Nestled in NYC's Financial District, Moment equips its partners with a cutting-edge Order & Execution Management System (OEMS), Risk Management System (RMS), Portfolio Management System (PMS), and a comprehensive Data & Analytics platform. Moment supports fixed income trading for platforms managing over $100 billion in assets and has successfully raised $20 million from notable investors.
Frequently Asked Questions
What do the ViewTrade and Moment partnership aim to achieve?
This partnership aims to enhance access to fixed income markets by enabling investment advisors to offer fractional investments, broadening the scope for retail investors.
What features does Moment's technology provide?
Moment's technology includes an Order & Execution Management System, Risk Management System, and Portfolio Management System, all designed to empower wealth platforms.
Who can benefit from the fractional investing opportunities?
Retail investors now have the chance to invest in fixed income markets, which were previously accessible mainly to institutional clients.
What is ViewTrade's role in this partnership?
ViewTrade provides the underlying technology and brokerage services, facilitating the integration and offering of fixed income investments through its platform.
How long has ViewTrade been operating in the financial services sector?
ViewTrade has been operational for nearly three decades and has partnered with over 300 firms globally in the financial sector.
