For Brokerage Firms

Grow Trading Revenue with Modern Infrastructure

BeeTrade enables brokerages to deliver advanced trading experiences, improve client engagement, and unlock new revenue streams — without rebuilding their entire platform.

Client Experience
Strategy workflows
AI-powered insights
Alerts & notifications
Portfolio tracking
Advisor & Broker Tools
Client monitoring
Portfolio management
Performance reporting
Action workflows
Revenue Engine
Strategy marketplace
Model portfolios
Margin automation
Subscription products
BeeTrade Unified Platform Layer
Business Outcomes

Built to Drive Brokerage Growth

Increase Trading Activity

  • More strategy-driven trading
  • Higher client engagement
  • More frequent rebalancing

Launch New Revenue Products

  • Strategy subscriptions
  • Model portfolios
  • Premium trading features

Improve Operational Efficiency

  • Faster product rollout
  • Unified workflows
  • Reduced system fragmentation
Platform Overview

One Platform Across Your Brokerage Stack

BeeTrade connects client-facing trading experiences, advisor workflows, and internal operations into a unified system.

Client Experience

  • Trading app modules
  • Strategy workflows
  • Alerts and AI assistance

Advisor & Broker Tools

  • Client monitoring
  • Portfolio insights
  • Reporting

Revenue & Product Layer

  • Margin workflows
  • Strategy distribution
  • Model portfolios
Core Solutions

Infrastructure for Modern Brokerages

BeeTrade provides modular infrastructure powering brokerage operations, from real-time risk and collateral management to institutional trading execution, designed for scalability, compliance, and system-level control.

BeeTrade Atlas

Real-time risk and collateral platform for brokerage operations

A unified platform for managing margin lending, NPF risk, and firm-wide exposure in real time. Atlas provides a deterministic risk engine, full audit ledger, and configurable rule system designed for regulatory compliance and operational scale.

  • Real-time margin monitoring and risk computation
  • Collateral and loan lifecycle management
  • NPF settlement tracking and exposure control
  • Event-sourced audit trail for full regulatory reconstruction
  • Configurable rules engine for regulatory parameters
  • Workflow automation for margin call and forced-sell processes
Atlas MarginAtlas NPFAtlas Insight

Institutional Desk

White-label broker workstation for institutional trading

A high-performance execution and client management system built for institutional workflows. Designed with deterministic execution paths, Vietnam market controls, and full audit traceability, Institutional Desk enables brokers to manage complex trading operations with precision.

  • Deterministic order execution with no AI in the execution path
  • Integrated risk controls and Vietnam market constraints (price bands, foreign room, sessions)
  • Real-time execution blotter and order lifecycle tracking
  • Modular system covering client, order, risk, audit, and settlement
  • Event-driven architecture with full audit reconstruction (7-year retention)
  • On-premise deployment with tenant-isolated design
Revenue Enablement

Unlock New Revenue Streams

BeeTrade enables brokerages to build differentiated products that increase monetization and client engagement.

Margin Expansion

  • Increase margin utilization
  • Faster call workflows

Strategy Monetization

  • Subscription-based strategies
  • Premium content access

Model Portfolios

  • Packaged investment products
  • Rebalancing-driven activity

New Investment Offerings

  • AI-generated assets
  • Thematic baskets
Deployment

Launch Fast. Expand Over Time.

Start with one workflow, then scale across your platform without full replacement.

Modular rollout by business priority
Integrates with existing systems
White-label ready
Flexible deployment (cloud / hybrid / enterprise)
Faster time to value
Use Cases

How Brokerages Use BeeTrade

Active Trader Engagement

Provide tools that increase trading frequency and retention.

Premium Strategy Products

Offer subscription-based strategies and model portfolios.

Broker Productivity

Help brokers manage more clients with better insights.

Margin Business Optimization

Improve margin workflows and revenue capture.

Why BeeTrade

More Than a Trading Interface

Modular platform, not a full rebuild
Supports both client experience and internal workflows
Enables revenue products, not just UI upgrades
Built for real brokerage operations
Designed for phased rollout

Build the Next Generation Brokerage Experience

Start with one use case. Expand into a full trading ecosystem.