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.
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.
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.
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.
Our clients leverage a suite of integrated and connected real-time workflow applications and APIs across the front, middle, and back offices.
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