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
Discover how modernizing corporate actions processing can enhance efficiency, reduce errors, and improve experiences in wealth management.
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In The News
BetaNXT Announces Next Phase of DataXChange Platform for Wealth Firms After Successful Pilot with Early Adopter Clients
BetaNXT launches DataXChange's next phase, boosting data modernization and operational efficiency for wealth firms after a successful pilot.
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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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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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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BetaNXT Solutions
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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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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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.
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.
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.
Explore job openings and opportunities to join our team
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