Skip to the main content.
CONTACT US
CONTACT US
    Contact Us

    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.

    Read More

    DataXChange

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

    Read 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

    Engage With Us

    BetaNXT in the News
    Careers
    Events

    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.

    Continue

    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
    | November 20, 2024

    BetaNXT’s CEO on Most Impactful Tech and 2025 Trends

    Bob Santella and Wealth Solutions Report discuss technologies impacting the industry, wealthtech in 2025, his vision for the firm, and more.

    Read More
    betanxts-ceo-on-most-impactful-tech-and-2025-trends
    INSIGHTS
    | November 12, 2024

    Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy

    Discover how modernizing corporate actions processing can enhance efficiency, reduce errors, and improve experiences in wealth management.

    Read More
    modernizing-corporate-actions-processing-enhancing-efficiency-and-accuracy
    INSIGHTS
    | November 7, 2024

    The Blueprint for Tomorrow’s Investors With Bob Santella

    Our CEO Bob Santella speaks with Julia Smollen at Advisorpedia about revolutionizing wealth management with cutting-edge data integration, personalization, and innovative tech solutions.

    Read More
    the-blueprint-for-tomorrows-investors-with-bob-santella

    In The News

    PRESS RELEASES | October 9, 2024

    BetaNXT Modernizes Corporate Actions Experience


    BetaNXT modernizes corporate actions with a comprehensive, modular solution, enhancing efficiency, compliance, and transparency for financial institutions.

    Read More

    BetaNXT Solutions

    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
    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. 

    Read more
    banners-SIFMA-2024-v3

    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

     

    BetaNXT ignites careers around the globe.

    Explore job openings and opportunities to join our team 

    Read More
    recruiting_4