Drive your operations. Accelerate your business.

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Thomson Reuters BETA Systems is a complete suite of products that enables you to manage the daily tasks of your brokerage business. With BETA Systems you get the total package. All the tools you need to manage your daily operations, plus forward-thinking features to keep you positioned for the future. No other brokerage processing systems provider is as comprehensive and reliable.

 

 

 

 

The Total Package

  • Built on years of industry knowledge and hands-on experience
  • Designed to integrate seamlessly with your current operations
  • A single data source drives all of our products guaranteeing the integrity of your data
  • A fully integrated front, middle and back office streamlines operations for take-control efficiency
  • A flexible, parameter-driven system allows for customization to meet unique business needs
  • Application and service reliability and scalability

Retail Brokerage Transaction Processing
Thomson Reuters BETA Retail offers efficient and reliable transaction processing, broker productivity tools and secure transmissions of customer and firm data. You get all this with a single data source, making it the ideal solution for managing your business.

Institutional Brokerage Transaction Processing
Thomson Reuters BETA Institutional addresses the specialized requirements of the capital markets business with custom applications which are integrated with our core brokerage processing system. The result is a solution that caters to brokerage firms specializing in a variety of product offerings including institutional equities, fixed income, options, domestic, global, or hybrid.

Solutions that make it easier to manage your business

We offer intelligent and flexible solutions that address the unique needs of your operations and your customers.

  • BETAHost - Our complete brokerage processing system which has the horsepower to  satisfy the demands you have today, as well as the ability to adapt to tomorrow’s challenges.
  • BETALink - Our powerful, real-time broker information system for providing everything an advisor needs to do their job effectively.

Tools for managing your data

BETA Access, BLServer, ODS and XTServer create a comprehensive system that lets you dictate how often you receive data updates, who has access to your data, where you store data, and how your data is organized. And does it simply and efficiently.

Value add solutions and premium services

Further enhance customer management and increase your competitive advantage with our specialized solutions and services.

  • Workflow: A business process management tool that promotes operational efficiency and management oversight within your organization.
  • Report Archiving: Offers a state-of-the-art solution for managing the archiving, retrieval, presentation and distribution of BETAHost reports
  • Report Viewing: Provides the ability to view BETAHost reports through a standard web browser.
  • Trader: Tightly integrated with BETAHost and Tradeweb Retail and deployed through Thomson ONE, Trader provides fixed income traders with an integrated inventory and offering management system.
  • Mortgage: Provides a fully-integrated mortgage backed processing solution and fully automates the allocation process required for security processing.
  • Tax Lot Accounting: Our tax lot accounting functionality is integrated with the core brokerage platform, and tracks cost basis for every account and every activity.
  • UniT: Offers complete end-to-end UIT processing directly integrated with the back office.
  • Repo: A front to back office integrated solution that facilitates management of financing transactions.
  • Model Management, Rebalancing and Trading: MRT enables your advisor’s to monitor drift and implement rebalancing across an individual or multiple accounts in a completely integrated workflow. 
  • PropGen: A tool to help advisors create an investment roadmap for their clients in less time.

Contact Us

Email, Sales

Contact Us

Sales

North America

Tel: +1 800.238.2797
Email

Europe

Tel: +44 (0)20 7542.2712
Tel: +44 (0)20 7542.0139
Email

Customer Support

North America 

Tel: +1 262.789.8800
Tel: +1 262.789.8900

Europe

Tel: +44 (0)20 7542.2712
Tel: +44 (0)20 7542.0139

Resources

Email