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    Our Businesses

    Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

    Beta
    Maxit
    Mediant

    Our Capabilities

    We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

    CastX: Corporate Actions Management
    TrustWealthX
    Other Capabilities

    DataXChange

    Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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    Who is BetaNXT?

    We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive solution.

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    Current clients can access support systems and request assistance with enhancements and upgrades.

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    Our Resources

    Solutions Overviews, Press Package, Process Guides...you will find them all here.

    The 2025 Shareholder Meeting Guide
    Other Resources

    BetaNXT Homepage

    The Future of Connected Wealth

    BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions

    BetaNXT Homepage

    The Future of Connected Wealth

    BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions

    INSIGHTS
    | April 1, 2025

    Introducing My Quarterly Industry Roundup

    The first issue of the BetaNXT CEO Bulletin highlights Bob Santella’s views on trends in fintech and wealth management from the first quarter of 2025.

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    In The News

    PRESS RELEASES | April 2, 2025

    BetaNXT Launches Comprehensive Solution to Help Firms Stay Ahead of SEC’s New SEA Rule 15c3-3 Reserve Calculation/Reporting Requirements

    ReservePro helps financial firms comply with the SEC's new daily reserve calculation rule, streamlining data collection, and reducing compliance risk.

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    INSIGHTS
    | January 24, 2025

    From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella

    Our CEO Bob Santella speaks with Craig Iskowitz on the WealthTech Today podcast about the most impactful industry trends of 2024 and our new product, DataXChange.

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    FEATURE VIDEO
    | January 22, 2025

    Enhancing Shareholder Engagement: How Digital Meetings Foster Inclusivity and Accessibility

    In recent years, the way companies hold annual meetings has undergone a major transformation, with many shifting from traditional in-person meetings to digital formats. While some may view this change with skepticism, it’s crucial to highlight the significant advantages digital meetings bring, especially when it comes to inclusivity and shareholder participation.

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    BetaNXT Solutions

    Modernize trust operations with TrustWealthX

    Optimize trust, brokerage, and wealth management with real-time data solutions for enhanced operations and client engagement. 

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    Streamline Corporate Actions with CastX

    Transform corporate actions management with CastX, enhancing efficiency and reducing risks through advanced automation and seamless communication. 

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    Fast-track your transformation with DataXChange

    Introducing our cloud-based, real-time data management platform. DataXChange simplifies the exchange of data for wealth management firms and their partners — bringing internal and external inputs together to deliver transformative benefits.

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    EVENTS
    | September 15-18, 2024

    Point to Point – Designing the Future of Connected Wealth

    Tuesday, September 17 at 11 a.m. PDT
    Don will be joined by Snowflake’s Chris Napoli and Hakkoda’s Anand Pandya for a lively look into the future of connected data, where modern technology powers a faster, more transparent, and modular way for wealth enterprises to meet their clients’ needs. 

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    BetaNXT’s 2025 Proxy Guide

    Your annual meeting is vital for sharing your vision and engaging with shareholders. BetaNXT’s end-to-end proxy solution streamlines meeting management and material distribution. Our 2025 Proxy Guide provides essential information, forms, and more.

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    Our Businesses

    Beta

    Built to anticipate and eliminate challenges in the investment lifecycle, Beta delivers a solution set that ensures our clients and the advisors and investors they serve never miss a growth opportunity. We provide core information powering workflow applications, managed data for various integrated processes, and order management tools supporting essential trading activities.

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    Maxit

    Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements.

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    Mediant

    Mediant provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers. Our innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.

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    BetaNXT ignites careers around the globe.

    Explore job openings and opportunities to join our team 

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