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The Future of Connected Wealth
BetaNXT powers the next generation of frictionless, end-to-end wealth management 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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Real-Time Data Management
DataXChange simplifies the exchange of data for wealth management firms and their partners, bringing internal and external inputs together to deliver transformative benefits.
learn moreVoting 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.
Learn MoreRecent Highlights
Exclusive Webinar Future-Proof Your Business: Why Voting Choice Matters Now
Regulators, investors and boards expect stronger shareholder participation. Voting choice is now essential to win clients and retain assets. Join us January 28, 2026, at 11 a.m. (ET) to see how BetaNXT + Tumelo scale end‑to‑end voting choice with minimal operational lift.
Secure your spot todayFollowing a Momentous Year, Technology Modernization and AI Will Fuel Industry Demand in 2026
Explore BetaNXT's 2025 accomplishments and 2026 plans for AI-driven data management, secure practices and regulatory insights for wealth management firms.
Read MoreIn The News
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.
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.
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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