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Brokerage processing solution

BETA brokerage processing solutions

Optimize your brokerage processing capabilities with a comprehensive, flexible suite of solutions that seamlessly integrates with your current operations to meet the unique needs of your business.

Why choose BETA brokerage processing solutions?

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. Further tailor your brokerage processing workflow by leveraging any of our industry leading partners, each seamlessly integrated into the BETA platform. The BETA platform also supports connectivity with nearly 300 additional third-party vendors on behalf of our clients.

Features & benefits

What you get with BETA brokerage processing solutions

Brokerage processing

BETA Host automates critical transaction processing requirements of wealth managers, brokers, and investment banks.

Database synchronization

BETA's Access enables you to download, customize, and maintain a defined set of client data from the main processing system.


BLServer provides 24x7, interactive API access to core brokerage processing data, including account and security information.

How it works

BETA brokerage processing solutions in more detail

Connect the front and back office

BETA Link connects the Thomson ONE desktop with BETA Host, combining real-time market data and customer account information.

Exception management

Operations Workbench delivers intuitive workflows. Firms can customize their own rules, all with a clean, simple user experience.

Premier services

Enhance customer management and your competitive advantage with specialized solutions to meet the unique needs of your business.