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
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.

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.

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

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

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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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 moreIntroducing 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.

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.

Recent Highlights
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 nowBetaNXT 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.

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 moreBetaNXT 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.

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 MoreThe 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.

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.
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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.

In The News
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.
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.
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
