We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency. That is why our front-, middle-, and back-office solutions harmonize the latest technology and data science to create the wealth management experience of tomorrow.
We offer expertise to solve critical challenges. Simple account opening and integrated functions facilitate wealth planning. Comprehensive, managed tax reporting can reduce corrections and lower expenses for investors. Our high-touch communications solution delivers critical client touchpoints on time and across multiple channels.
Unmatched digital solutions are provided through an integrated and flexible platform. Offer an optimal experience through advisor and investor portals, integrated workflows, critical communications, and interactive and intuitive dashboards that help identify investment opportunities.
Client Communications and Reporting
We provide a comprehensive client communications solution that includes statements, trade confirmations, 1099 tax forms, Forms ADV, client letters, proxy/shareholder communications, and client relationship summaries — in a format that is personalized and flexible.
Offering best-of-breed trading technology, we offer automated trade, settlement, and asset servicing solutions. Our integrated order management and trading tool seamlessly routes, connects, and processes orders – while remaining compliant and aligned with investor objectives.
Risk Analysis and Management
Trading tools help ensure compliance and alignment with investor risk profiles and investment objectives, while operational processes help remove risk and exceptions during the trade processing lifecycle.
Data Management and Analysis
Offering real-time data to help power better decision-making, we provide reports, insights, alerts, and supportive workflows to identify opportunities and facilitate holistic wealth management.
Business Intelligence and Practice Management
Access, understand, and manage intelligence around your business by leveraging informative dashboards and other real-time data tools.
Middle Office Operations
Our automated operational capabilities optimize critical functions and reduce the friction in end-to-end securities processing. Our experience, knowledge, and expertise enhance your existing resources to support an optimal investor experience.
Asset Servicing and Custody
We provide integrated solutions across all functions, including trade support, fund accounting and administration, custody, cost basis and tax reporting/reconciliation, and more. Additionally, we offer a data-enabled security master service, providing valuation, pricing, and settlement.
Compliance and Regulation
Our solutions offer compliance and stability. Over 500 APIs manage operational functions – from account opening to regulatory reporting – supporting core books and records requirements.
Cyber and Network Security
Clients using our technology benefit from scale and security. Protect your firm and clients from cyber threats and maintain a secure infrastructure, including the protection of investor and account data.
Built to anticipate and eliminate challenges in the investment lifecycle, Beta delivers a solution set that ensures our clients and the advisors and investors they serve never miss a growth opportunity. We provide core information powering workflow applications, managed data for various integrated processes, and order management tools supporting essential trading activities.
Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements.
Our wealth ecosystem integrations provide end-to-end capabilities to help our clients serve their front-, middle-, and back-office needs.