CLIENT ACCESS

WELCOME TO BETANXT. THE INTERCONNECTED WEALTH NEXUS.

The Next Wave in Wealth Management Technology and Outsourcing Solutions.

More flexible. More efficient. More connected.

About BetaNXT

BETANXT IS THE NEXT WAVE IN WEALTH MANAGEMENT TECHNOLOGY AND OUTSOURCING SOLUTIONS.

Combining industry expertise with the power of our proven BETA, Maxit, and Digital Investor businesses, we are focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs.

Our comprehensive approach reduces enterprise cost, streamlines operations processes, increases advisor productivity, and enhances the investor experience.

Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable enterprise scale and stimulate commercial growth.

Our Vision

“For a generation, the advancing sophistication of wealth management firms, advisors, and the
clients they serve has relentlessly pushed financial services technology and solutions providers
to do more.

Today, business paradigms are evolving with unprecedented speed. To succeed in this new
normal, leading firms are seeking an end-to-end, holistic wealth management experience.
It’s a remarkably simple objective, with profound implications for the future.

And it’s exactly what we are built for.”

 

Stephen C. Daffron, Chairman & Chief Executive Officer, BetaNXT

By the Numbers

50

MILLION
RETAIL
ACCOUNTS

$6

TRILLION
ASSETS
SERVED

50 +

MILLION
DAILY
TRANSACTIONS

40 +

YEAR
OPERATING
HISTORY

Our Capabilities

Open API
Platform

Deploying an extensive array of APIs, we powerfully enrich data libraries.

Modern
UI/UX

Utilizing market-leading UX/UI, we substantially increase usability and access.

Extensive Partner Network

Leveraging an extensive suite of third-party partners, we deliver flexible solutions to meet customers’ unique needs.

Powerful Data Management Capabilities

Accessing a significant store of data, we are leading the way for T+1 readiness.

OUR SOLUTIONS

BETA

BETA is self-clearing securities processing solution that enhances operational control for wealth management firms and drives compelling differentiation for advisors and the clients they serve.

Built on years of expert knowledge and hands-on experience, BETA provides critical back-office controls including corporate action management, middle office exception management, and front office account management and trading tools for advisors.

  • Streamlining securities processing
  • Enriching our customers' operational control

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.

  • Reducing tax reporting burden
  • Advancing our customers' focus on core business activity

Digital Investor

Digital Investor is a custody-agnostic online portal that connects advisors and their clients to a compelling, personalized digital wealth management experience.

Our portal is engineered for rapid go to market deployment, at scale, without quality decay or added expenses.

  • Personalizing the investor experience
  • Enhancing our customer' ability to delight their clients

Clients

Client Portal

Already a customer? Access your product portals here.

BETA User Committee Login
Host Documentation Login
Client Portal Login

Contact Us

For additional information, please contact us.

info@betanxt.com

7 World Trade Center 47th Floor New York NY 10007

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