Building a Flexible and Scalable Technology Foundation
AtlasClear’s goal is to build a flexible, scalable, and API-driven technology platform that integrates trading, clearing, settlement, and banking.
Unlike firms reliant on legacy systems—which often struggle to keep pace with evolving client expectations—our infrastructure is being developed to be cloud-ready, adaptable, and automation-focused, supporting innovation and efficiency across financial operations.
We believe this platform and its integrated services have the potential to serve as critical infrastructure for financial institutions navigating complex trading, collateral, and regulatory environments.
Current Operational Capabilities
Clearing, Settlement, and Custody
Through its subsidiary Wilson-Davis & Co. (WDCO), AtlasClear already provides regulated clearing, settlement, custody, and compliance services. WDCO brings more than 50 years of operating history and supports a growing base of institutional and correspondent clients.
Operational Infrastructure
AtlasClear’s technology initiatives strengthen this foundation by digitizing and automating back-office processes, improving transparency, speed, and scalability. These operational systems support trade processing, reconciliation, compliance workflows, and post-trade reporting across the institutional lifecycle.
Risk & Margin Operations
The platform supports real-time risk monitoring, margin management, and operational controls designed to meet evolving regulatory expectations and client needs.
Anticipated Product Offerings
Front Office
AtlasClear intends to provide clients with the flexibility to choose from a variety of configurable interface options designed to support different business models.
Once fully developed and approved, the platform is expected to function as a turnkey brokerage solution, with front-office tools for launching and managing investment applications.
For firms that prefer a simplified experience, white-label solutions are expected to be available, designed to complement AtlasClear’s middle and back-office capabilities while helping to streamline key functions such as risk management, profit and loss, and account maintenance.
Back & Middle Office Enhancements
AtlasClear is developing technology upgrades that will further automate and unify back- and middle-office workflows across clearing, settlement, and compliance. These enhancements are designed to build on WDCO’s existing capabilities by improving transparency, reducing operational friction, and supporting greater scalability for institutional clients.
Foreign Exchange (FX) Product Suite
RubiconFX
RubiconFX is expected to serve as an end-to-end foreign exchange (FX) system, providing tools for price generation, smart liquidity aggregation, order and risk management, and trade execution.
The product suite is intended to integrate with front-end order management systems and trading applications to facilitate more efficient currency exchange operations.
Direct Trading Application
A companion application, AtlasFX, is designed to work in conjunction with RubiconFX—enabling clients to request and receive market quotes, manage positions, and execute deliverable and non-deliverable transactions across major global currencies.
Clearing & Settlement
Integrated with RubiconFX, the clearing and settlement system is being built to provide a transparent and scalable currency exchange execution environment.
Liquidity and order flow are expected to connect seamlessly with clients’ back-office systems, helping them manage income generation across the FX lifecycle—from trade initiation through settlement.
Risk Management
The platform is expected to include a Risk Management Monitor that assists banks and brokers in managing collateral, credit exposure, and margin requirements through real-time pricing data.
When integrated with AtlasFX, this system would enable real-time monitoring and oversight across markets, enhancing compliance and operational control.
RubiconRX Middle Office Services
RubiconRX is anticipated to deliver middle-office functionality for FX clearing and settlement, managing client quotes, order processing, and exposure tracking in real time.
It is being designed to integrate with external systems to provide a complete view of credit, margin, and trading activity across clients.
Bond Risk Analytics
Expected to be a real-time, advanced program for the analysis of bonds, designed to improve the accuracy of underwriting fixed income instruments.