Brokerage transaction processing that's tailored to the unique needs of your business
Our fully-integrated Retail suite connects your entire firm, providing all of the workflow tools you need, in a stable and reliable platform. With full customization capabilities, we provide a complete retail brokerage processing solution.
We offer a product line that extends from back office applications for streamlined operations, to front-office solutions that unlock new potential for customer management and competitive advantage. A single data source ensures the highest level of data integrity and compatibility.
“Combining the power of BETA products with our business was an obvious choice. The BETA suite of products was determined to be the right choice by offering front-, middle- and back-office productivity solutions that integrate with Thomson ONE.”
- Senior Vice President & Chief Operations Officer, Regional Broker Dealer
With BETA Retail, you can:
- Manage every aspect of your business with a complete front to back office suite of products
- Access a flexible, parameter-driven system that allows for customization to meet unique business needs
- Get an unparalleled application and service reliability and scalability
Why choose BETA Retail?
- A single data source drives all of our products guaranteeing the integrity of your data
- BETA is built on years of industry knowledge and hands-on experience
- A fully integrated front, middle and back office streamlines operations for take-control efficiency
- It delivers total brokerage processing
The Retail suite provides a flexible, open-ended design environment so you can expand and evolve without re-engineering your business. It offers efficient and reliable transaction processing, broker productivity tools and secure transmissions of customer and firm data.
Host
Offers a comprehensive online user transaction suite for conducting a full range of national and international brokerage activities. Comprising hundreds of functions that interact with both internal and external business applications, Host’s capabilities include everything from ACATS to Year-End Reporting.
Link
Provides financial advisors with an intuitive and comprehensive front-office workstation that assimilates real-time market and customer account information into a powerful and intelligent portfolio management resource. Integrated with Thomson ONE in a Windows-based format, Link enables you to work faster, easier, and more efficiently.
Link Web
Browser-based access to Link, accelerating broker productivity both in and out of the office.
Access
A relational database system that enables you to download, customize and maintain a defined set of client data on your onsite database server. Access replaces traditional file downloads with periodic data transfers and synchronization through a secure connection. Data is downloaded directly from the Host mainframe.
BLServer
Provides 24x7, interactive, near-real-time data access and update capabilities for account, security, and position information, as well as order inquiry and update capabilities. BLServer enables you to build your own infrastructure using data that is secure, accurate and reliable.
XTServer
Provides your MQSeriesTM server with the ability to receive real-time transaction messages from Host. Real-time transactions, such as trade executions, cash entries posted intra-day, security movements, security master file updates, and job/process completion notices, trigger message-queuing and delivery between servers. Your application programs can then automatically route the messages and integrate them through business logic processing.
Workflow
A business process management tool that promotes operational efficiency and management oversight within your organization. Its browser-based interface delivered through the Thomson ONE framework enables personnel to view cases online, generate email notifications, and route them to designated users or teams for review.
Report Archiving
Provides a state-of-the-art solution for managing the archiving, retrieval, presentation and distribution of Host reports on portable storage media to facilitate compliance with the SEC’s long-term data retention requirement.
Report Viewing
Provides the ability to view Host reports through client viewers such as a PC application and a standard web browser. Any report can be viewed from a personal workstation.
Trader
Tightly integrated with Host and Tradeweb Retail and deployed through Thomson ONE, Trader provides fixed income traders with an integrated inventory and offering management system. Its ease of use means traders spend more time managing their books and less time managing the trading system.
UniT
Offers complete end-to-end UIT processing directly integrated with the back office. UniT consists of a Broker View, which displays offerings, portfolios, orders and rollovers, and standard trust information such as dates, pricing, and CUSIPs; and a Trader View, which includes this functionality plus rollover administration, reports, and operations features.
Repo
A front to back office integrated solution that facilitates management of Repo transactions. With Repo, clients can enter into Repo agreements, including term, open, DVP, HIC, single, or multi-collateral. Users can manage and maintain contract characteristics, and maintain a fully-integrated Books and Records system.