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Our Capabilities

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

All Capabilities

DataXChange

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

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Who We Serve

BetaNXT invests in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive, front-to-back securities processing, tax, and investor communications solution.

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.

Leadership Team
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Client Access

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 2026 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 Solutions

Our Core Capabilities Drive Connected Wealth

BetaNXT provides leading financial solutions with seamless wealth management, efficient trading, comprehensive asset servicing, and robust data management.

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Streamline Corporate Actions

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

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Modernize Trust Operations

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

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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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Recent Highlights

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INSIGHTS | December 3, 2025

The Three E’s of AI Success: Embedded, Efficient and Experience-First

Introducing our “Three E’s of AI Success” series about AI in action at BetaNXT. We’re sharing how we embed AI into our core systems, drive efficiency and put user experience first—helping clients and teams achieve more.

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SOLUTIONS | December 2, 2025

Voting choice for asset managers, brokers and investors

Automate pass-through voting for asset managers, brokers, and investors, enhancing transparency and engagement while streamlining operations and ensuring compliance with evolving regulatory standards.

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In The News

PRESS RELEASE | December 2, 2025

BetaNXT and Tumelo Partner to Open Up Shareholder Voting for Millions of Retail Investors

Retail investors gain a direct voice in corporate decisions as BetaNXT and Tumelo partner to offer scalable voting for brokers and asset managers.

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IN THE NEWS | November 24, 2025

BetaNXT Announces New Wave of Investment in AI-Driven Product Innovation

BetaNXT expands AI investment, enhancing data aggregation, workflow automation, business intelligence and predictive analytics for wealth management.

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Resources

BetaNXT’s 2026 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 2026 Proxy Guide provides essential information, forms, and more.

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Explore job openings and opportunities to join our team 

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