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CONTACT US
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    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 We Serve

    BetaNXT invests in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive, front-to-back securities processing, tax, and investor communications solution.

    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.

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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 2026 Shareholder Meeting Guide
    Other Resources

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    The Future of Connected Wealth

    BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions

    BetaNXT Solutions

    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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    Real-Time Data Management

    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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    Voting choice for asset managers, brokers and investors

    Automate pass-through voting for asset managers, brokers, and investors, enhancing transparency and engagement while streamlining operations and ensuring compliance with evolving regulatory standards.

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    Recent Highlights

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    INSIGHTS | February 11, 2026

    Empowering Investors to Become More Engaged Shareholders

    Chris Nobles sits with Russ Alan Prince from Financial Advisor Magazine to discuss how technology and AI play a critical role in improving shareholder communications.

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    INSIGHTS | February 10, 2026

    The Three E’s of AI Success: Experience-First

    Discover how an experience-first approach to AI can drive success by prioritizing human-centric design in financial services. This is the fourth and final post in a mini-series on The Three E’s of AI Success.

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    EVENTS | Webinar Replay

    Exclusive Webinar Future-Proof Your Business: Why Voting Choice Matters Now

    Regulators, investors and boards expect stronger shareholder participation. Voting choice is now essential to win clients and retain assets. Watch the replay to see how BetaNXT + Tumelo scale end‑to‑end voting choice with minimal operational lift.

    Watch the Replay

    In The News

    PRESS RELEASE | December 2, 2025

    BetaNXT and Tumelo Partner to Open Up Shareholder Voting for Millions of Retail Investors

    Retail investors gain a direct voice in corporate decisions as BetaNXT and Tumelo partner to offer scalable voting for brokers and asset managers.

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    IN THE NEWS | November 24, 2025

    BetaNXT Announces New Wave of Investment in AI-Driven Product Innovation

    BetaNXT expands AI investment, enhancing data aggregation, workflow automation, business intelligence and predictive analytics for wealth management.

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    Resources

    BetaNXT’s 2026 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 2026 Proxy Guide provides essential information, forms, and more.

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    BetaNXT ignites careers around the globe.

    Explore job openings and opportunities to join our team 

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