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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.

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DataXChange

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

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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
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Client Access

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

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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


| November 12, 2024

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

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In The News

PRESS RELEASES | February 12, 2025

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.

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| 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.

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| 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.

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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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| September 15-18, 2024

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.

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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.

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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.

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Explore job openings and opportunities to join our team 

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