BetaNXT Homepage
The Future of Connected Wealth
BetaNXT powers the next generation of frictionless, end-to-end wealth management 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.
In The News
BetaNXT Delivers Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake
New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability, Automation, and Customization of Experience
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.
BetaNXT's CEO Robert Santella outlines the company's vision for transforming wealth management through connected data and innovative AI solutions.
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