Building a Platform That Connects Trading, Clearing, Settlement, and Banking

AtlasClear's platform is designed to support automation and operational efficiency across the institutional trade lifecycle on an API-driven, cloud-ready architecture.

As regulated financial infrastructure for broker-dealers, fintechs, and advisors, the platform is being developed to handle complex trading, collateral, and regulatory requirements within a single integrated environment.

One trade, six regulated stages.

01

Order

Routing / pre-trade risk

02

Execution

Match / fill confirmation

03

Clearing

CCP novation

04

Settlement

DvP T+1

05

Custody

Position hold

06

Reporting

Regulatory feed

Active Trade TRD-ATCH-0427 Stage 01 · ORDER

Current Operational Capabilities

Clearing, Settlement, and Custody

Through its wholly owned subsidiary Wilson-Davis & Co., Inc. (WDCO), AtlasClear provides regulated clearing, settlement, custody, and compliance services. Wilson-Davis brings more than 50 years of operating history and supports a growing base of correspondent broker-dealer clients.

Operational Infrastructure

AtlasClear's technology investments digitize and automate post-trade workflows, supporting trade processing, reconciliation, compliance, and reporting across the institutional lifecycle.

Risk and Margin Operations

The platform supports real-time risk monitoring, margin management, and operational controls aligned with regulatory expectations and client requirements.

Anticipated Product Offerings

Anticipated Offering

Front Office

AtlasClear is developing configurable interface options to support a range of client business models. Once fully developed and approved, the front-office layer is expected to function as a turnkey brokerage solution, with tools for launching and managing investment applications. White-label configurations are designed to streamline risk management, profit and loss, and account maintenance for clients that prefer a simplified deployment.

Intend to deploy following bank approval

Anticipated Offering

Back and Middle Office

AtlasClear is developing technology to further automate back- and middle-office workflows across clearing, settlement, and compliance. These enhancements are designed to build on Wilson-Davis's existing capabilities, improving transparency, reducing operational friction, and supporting scalability for institutional clients.

In development

Foreign Exchange (FX) Product Suite

RubiconFX

RubiconFX is being developed as an end-to-end foreign exchange system, providing tools for price generation, smart liquidity aggregation, order and risk management, and trade execution. The product suite is designed to integrate with front-end order management systems and trading applications to support efficient currency exchange operations.

AtlasFX (Direct Trading Application)

A companion application designed to work with RubiconFX. AtlasFX is expected to enable clients to request and receive market quotes, manage positions, and execute deliverable and non-deliverable transactions across major global currencies.

FX Clearing and Settlement

Integrated with RubiconFX, the FX clearing and settlement system is being built to provide a transparent and scalable execution environment. Liquidity and order flow are designed to connect with clients' back-office systems to support income generation across the FX lifecycle, from trade initiation through settlement.

Risk Management

The platform is being developed to include a Risk Management Monitor that supports banks and brokers in managing collateral, credit exposure, and margin requirements through real-time pricing data. Integrated with AtlasFX, the system is designed to enable real-time oversight across markets.

RubiconRX (Middle Office Services)

RubiconRX is designed to deliver middle-office functionality for FX clearing and settlement, managing client quotes, order processing, and exposure tracking in real time. It is being developed to integrate with external systems to provide a unified view of credit, margin, and trading activity.

In development

Bond Risk Analytics

BondQuantum

BondQuantum. BondQuantum is being developed as a real-time analytical program for fixed income securities, designed to support more accurate underwriting through up-to-date credit assessment. The system is expected to draw on multiple data sources and an algorithmic engine that incorporates fundamental, financial, economic, and demographic inputs, allowing clients to efficiently analyze unrated securities.