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Beta Capital Selects Broadridge for Technology Services in Transition to Self-Clearing

Broadridge Financial Solutions, Inc. announced that it was selected by Beta Capital Wealth Management, a Miami based broker-dealer owned by Crèdit Andorrà Financial Group, to provide a comprehensive front to back office technology and operations solution, in support of Beta’s transformation into a self-clearing firm.  Today, Beta offers wealth management, trading and execution solutions to a global client base, with a focus on the US and Latin America. Historically, the self-clearing landscape has been dominated by large, global players who have the capital, expertise and technology to support the initiative. Beta will also be utilizing Broadridge professional services to provide guidance and consultative support through the various regulatory and integration processes. 

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