BETA Brokerage Processing Solutions

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A complete suite of products with all the tools you need to manage daily trade processing. BETA is the industry’s most comprehensive and reliable solution.

Built on years of industry knowledge and hands-on experience, our intelligent and flexible solutions are designed to integrate seamlessly with your current operations and address the unique needs of your firm and your customers.

A single code base and unified database drives all of our products, eliminating the data integrity issues associated with separate applications and delivering the highest levels of reliability.

The parameter-driven customization features of BETA deliver a hosted solution with a unique level of flexibility to meet the needs of individual businesses.

Key Features

·Brokerage Processing

·Database Synchronization


·Business Process Management

·Reporting and Trade Enquiry

·User Interface for the front office

·Business Process Outsourcing

Key Benefits

·Automates the critical transaction processing requirements of wealth managers, institutional and retail brokers and investment banks trading fixed income, equities, mutual funds, treasury, and more.

·The Access solution enables you to download, customize, and maintain on your onsite database server a defined set of client data from the main brokerage processing system.

·The BLServer solution provides 24x7, interactive API access to core brokerage processing data, including account, security, and position information, as well as order inquiry and update capabilities.

·Get operational efficiency and management oversight through Workflow. The browser-based interface, delivered through Thomson ONE, lets you view cases online, generate email notifications, and more.

·Complete reporting capabilities, including Valuation Reports, Tax Lot Reports, Safe Custody Reports, Client and Agent Statements. Amalgamate client reporting into a single client pack.

·BETALink includes an intuitive, comprehensive front office workstation for real-time market and customer account information, providing a powerful and intelligent portfolio management resource.

·Easily scale your brokerage processing capabilities. Efficiently and cost effectively access a variety of back office processes for client management and branch operations systems, client reporting, reference data, custody, accounting and back office operations, and management control to quickly respond to changing market conditions and regulations.