Skip to the main content.

Our Capabilities

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

DataXChange

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

Learn More

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
Read More

Client Access

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

Continue

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


| January 24, 2025

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.

from-chaos-to-zen-streamlining-wealth-management-data-with-bob-santella-250124-5
| January 22, 2025

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.

enhancing-shareholder-engagement-how-digital-meetings-foster-inclusivity-and-accessibility

BetaNXT Solutions

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

trust-wealth-x

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

solution-castx-interstitial

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.

learn more
solution-castx

Streamline Corporate Actions

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

learn more

 

trust-wealth-x

Modernize Trust Operations

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

learn more
solution-dataxchange-interstitial-5

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.

learn more

solution-dataxchange-interstitial-6

 

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.

learn more

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.

solution-dataxchange-interstitial-6

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.

solution-dataxchange-interstitial-6

Recent Highlights

betanxt-shortlisted-for-ftf-awards

 

The FTF News Technology Innovation Awards 2025

BetaNXT is thrilled to be shortlisted for the 2025 Financial Technologies Forum (FTF) Technology Innovation Awards in three categories.

Please cast your vote for BetaNXT today!

vote now
| May 5 – 8, 2025

BetaNXT is thrilled to be returning to SIFMA Ops 2025 as Presidential Sponsor of this year's conference. We’re looking forward to connecting with clients, colleagues, and friends in Orlando. 

Advert-SIFMA-Ops-25-2

Advert-SIFMA-Ops-25-3

 

EVENTS | May 5 – 8, 2025

BetaNXT at SIFMA Ops

BetaNXT is thrilled to be returning to SIFMA Ops 2025 as Presidential Sponsor of this year's conference. We’re looking forward to connecting with clients, colleagues, and friends in Orlando.

learn more
| May 5 – 8, 2025

BetaNXT is thrilled to be returning to SIFMA Ops 2025 as Presidential Sponsor of this year's conference. We’re looking forward to connecting with clients, colleagues, and friends in Orlando. 

Advert-SIFMA-Ops-25-2

introducing-my-quarterly-industry-roundup-2

 

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.

Read More
| April 1, 2025

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.

introducing-my-quarterly-industry-roundup-2

Resources

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.

learn More
proxy-interstitial-2025-7

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.

proxy-interstitial-2025-7

In The News

IN THE NEWS | April 16, 2025

BetaNXT Recognized as a Leading Wealthtech Company by FinTech Magazine

BetaNXT recognized as a top Wealthtech firm by FinTech Magazine, highlighting our innovative solutions for the wealth management industry.

Read More

IN THE NEWS | March 31, 2025

Reduced Cyber Fraud Regulation Puts Onus On Advisors, FinTech Exec Says

Our CTO Don Henderson talks with Financial Advisor about how firms must prioritize data security amid fewer regulations and greater risks, ensuring robust governance to protect client trust and integrity.

Read More

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.

Learn More

 

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.

Learn More

 

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.

Learn More

 


Explore job openings and opportunities to join our team 

recruiting_4