Our Services
Introduced Prime Brokerage
Custody and Clearing – The core of your prime brokerage service
Viewpoint Securities’ back-office services will keep you focused on making money for your clients. Your Viewpoint Securities Account Executive monitors your account daily and ensures that your operations run smoothly.
Viewpoint Securities is a clearing correspondent of Penson Financial Services, Inc. Clients are able to access their mission critical reports and applications through a comprehensive and intuitive suite of applications. A robust reporting platform is the centerpiece of our custody and clearing offering. Accessing your mission critical information is easy, fast and best of all very portable. For Multi-prime clients we offer aggregated reporting solutions giving you transparency and control across your entire business. We provide you with secure 24x7 access to your portfolio, including positions, transactions, performance information and other applications such as:
- Daily and Historical Portfolio Reports
- Customized Report Generation
- Intraday Transactions
- Portfolio Performance Tracking
- Trade Reporting Capabilities
- Securities Lending
Personalized operations and client service
Our mission is our client’s satisfaction. With a combined 50 years of industry experience, we have the relationships and knowledge to ensure that your needs are known and addressed immediately.
Trading Technologies
Trade Execution
Viewpoint provides cutting-edge DMA technology to major exchanges and ECNs with competitive rates. Managers can choose from a variety of executions platforms to find the software that best fits their needs.
Services and Technology
Marketing
Our client service representatives can help you craft effective marketing materials and our strategic relationships will help extend your network and provide beneficial feedback.
Website
Viewpoint Securities will assist you in constructing and maintaining an successful marketing website for prospective and current clients.
Technology
Consider the Viewpoint Securities technology staff as your outsourced technology service team. We will help you set-up and maintain your office so you can focus on investing.
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