A market-leading, middle- and back-office technology platform enabling clients to automate and streamline their securities, custody, and operations processes with real-time data APIs and integrated workflows across the entire trade and asset servicing lifecycle.
The Beta platform enables clients to take control of their securities processing and custody operations through scalable, secure, and modern technology. Beta clients are able to differentiate their services by leveraging a suite of integrated and connected real-time workflow applications and APIs across the front, middle, and back offices.
How We Power Your Business
Built to anticipate and eliminate exceptions in the investment and securities processing lifecycle, Beta connects its platform with workflow capabilities built to increase efficiency, connectivity, and automation across the front, middle, and back office. Beta provides its clients with advisor and investor portals, order management and trading tools, as well as third-party wealth provider integrations, all bolstered by real-time data capabilities to provide seamless connections between solutions.
Clearance and Settlement
Beta automates the trade, settlement, and asset servicing life cycle. The Beta platform ensures scale, security, compliance, and stability for clients using its operational technology. We provide clients with over 500 APIs to manage the full gamut of operational functions, from account opening to regulatory reporting.
Accounting and Back Office Operations
The Beta platform supports and enables the portfolio valuation and management of accounts, fulfilling the core books and records needs of clients. Beta offers an advanced operational management tool, Operations Workbench, that reduces the friction in end-to-end securities processing and removes risk and exceptions from the trade and securities processing lifecycle.
Order Management and Trading Technology
The Beta platform has an integrated order management and trading tool, enabling advisors and middle office practitioners to route, connect, and process orders via APIs or through the “BetaLink” user application. Trading tools and an integrated rules engine ensure compliance and alignment with investor risk profiles and objectives.
Advisor and Investor Portal
An integrated, household-based advisor and investor portal improves advisor and investor engagement and integrates supportive workflow functions to facilitate holistic wealth planning and management.
Streamlined and simple to use, the Beta platform ensures advisors can quickly and seamlessly open accounts via the Beta “Wealth Web Service” APIs or a modern user interface.
The Beta platform provides clients with a fully integrated security master as part of its core service. The service is pre-connected to a reference data platform, powering an ‘out of the box,’ data-enabled security master service, providing valuation, pricing, and settlement.
Operations as a Service
The Beta platform supports a professional service function, ensuring expertise and management where clients need operational support. The experience, knowledge, and expertise of the BetaNXT team ensures clients can remove risk and cost from their internal operations resourcing.Learn More
Beta by the Numbers
on the Platform
Take control of your securities processing and custody operations with Beta.
Beta clients leverage a suite of integrated and connected real-time workflow applications and APIs across the front, middle, and back officesDownload Fact Sheet
Beta streamlines securities processing and improves operational control.Learn More
Updates and Enhancements
Advisor and Investor Portal
With its strategic and integrated partnership with InvestCloud, the Beta platform is modernizing its advisor and investor portal services. Advanced household data models, new practice management views, integrated client views representing a household, as well as a suite of portfolio management and investor engagement services are all part of the new digital solution.
Within Operations Workbench, a cloud-based workflow and set of APIs now streamline the corporate action lifecycle. Support for voluntary, mandatory, lottery, and Dutch auction activities, among others, is available.
A cloud-based, real-time reconciliation engine in Operations Workbench integrates with Asset Movement to streamline exception remediation requirements across middle- and back-office functions.