Broker-Dealers
Automated critical trading, clearing, servicing, and operational workflows to increase efficiency and control.
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The Future of Connected Wealth
BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions
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Broker-Dealers
Automated critical trading, clearing, servicing, and operational workflows to increase efficiency and control.
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Advisors & Wealth Managers
Simplify advisor workflows and account servicing to improve productivity and client experiences.
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Issuers
Simplify investor communications, proxy voting, and governance while strengthening shareholder engagement.
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Asset Managers
Streamline fund operations, data management, and oversight to improve efficiency, transparency, and control.
Trading & Execution
- Execute basket, block, and multi-leg orders through a single rules-based engine
- Automate compliance and risk checks across the trade lifecycle
- Enable market connectivity while supporting increasing transaction volumes
Wealth & Advisory
- Automate onboarding, processing, and account workflows end-to-end
- Unify client, portfolio, and market data for faster advisor decisions
- Deliver digital-first experiences that deepen client trust
Asset Servicing
- Centralize servicing and oversight across every account and asset type
- Manage the full lifecycle from onboarding through ongoing events
- Service alternatives, annuities, IRAs, and digital assets at scale
Clearing & Settlement
- Automate post-trade processing across transaction types and global markets
- Connect directly to clearing houses, custodians, and multi-currency settlement processing
- Surface exceptions early with real-time settlement visibility
Fund Administration
- Automate fund trading, reconciliation, and straight-through processing
- Automate complex fee, billing, and revenue-sharing processes
- Scale transfer agency and recordkeeping across global fund structures
Operations as a Service
- Reduce costs and operational risk with outsourced middle- and back-office support
- Scale efficiently with experienced operations and asset servicing specialists
- Unlock new revenue opportunities through scalable operational support
Securities & Financing
- Automate end-to-end securities financing and clearing workflows
- Optimize collateral and capital while reducing counterparty exposure
- Access NSCC markets directly through BetaNXT connectivity and scale
Workflow & Automation
- Unify back- and middle-office operations in one modern interface
- Automate task routing, rules, and exception handling to reduce manual work
- Trigger real-time workflows across internal, external, and market systems
Recordkeeping & Reporting
- Maintain accurate, consistent records across accounts and transactions
- Extend readiness across tax, cost basis, custody, and digital assets
- Centralize data to strengthen oversight, control, and reporting visibility
Regulatory Reporting
- Automate regulatory reporting and compliance monitoring at scale
- Consolidate data and calculations across a single integrated platform
- Maintain audit trails and adapt as regulatory requirements evolve
Broker Services
- Bring investor communications and event processing into a single streamlined workflow
- Deliver voting experiences that drive digital adoption
- Strengthen compliance with real-time tracking and automated controls
Client Communications
- Create and deliver critical client communications across every channel
- Validate documents with AI-powered rules before they reach clients
- Create and compose content with intuitive self-service tools
Fund Services
- Simplify proxy management from solicitation through tabulation
- Give investors proposal-level voting choice at scale
- Strengthen vote accuracy through reconciliation, audit, and reporting
Issuer Services
- Manage the full proxy lifecycle from distribution through tabulation
- Drive shareholder engagement across channels
- Centralize proxy management and access voting data through the MIC Issuer Portal
DataXChange
- Deliver trusted enterprise data through a unified data platform.
- Eliminate silos by standardizing data from multiple sources
- Apply AI to surface insights, automate decisions, and drive action
Other Data Services
- Exchange wealth data securely through scalable, developer-ready APIs
- Centralize and standardize mutual fund and account data across the firm
- Automate data flows to reduce manual re-keying and errors
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Front Office
Real-time data and automation speed trade execution and client service, giving advisors and traders the tools to act faster and serve clients better across every channel.
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Middle & Back Office
Automated processing cuts errors, reconciles data, and streamlines operations, reducing manual work while scaling to handle growing transaction volume without added staff.
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Compliance & Regulatory
Built-in controls and audit trails keep firms ahead of requirements, supporting regulatory reporting and reducing risk exposure across trading, servicing, and communications.
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Investor Communications
Digital delivery and proxy tools improve investor engagement and accuracy, replacing manual notifications with omni-channel communications investors actually read and act on.
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Data Services
A unified data platform powers reporting, analytics, and integration, connecting front, middle, and back office systems to support faster, better-informed decisions.
Scale AI Validation
Val provides AI validation for documents, data and workflows. Applying rules-based intelligence across documents, data, and workflows, Val enables outcomes that are predictable, accurate, and scalable.
Accelerate AI Adoption
InsightX is a centralized enterprise AI platform that acts as a hub for data and intelligence, with a built-in understanding of regulated firms' business realities. It seamlessly delivers intelligence wherever work happens—for operators, advisors, and leaders alike.
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Empower Investor Voting
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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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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INSIGHTS | September 9, 2026
Be a Disruptor, Not the Disrupted
Discover how Bob Santella, CEO of BetaNXT, leads innovation in fintech by being a disruptor, focusing on client needs, and embracing AI for the future.
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INSIGHTS | August 17, 2026
The Digital Asset Inflection Point
Wealth management firms must modernize their technology and operations to thrive in a rapidly changing market focused on digital assets and AI innovation.
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INSIGHTS | July 14, 2026
The SEC Proposes E-delivery Regulation: What Firms Need to Know
The SEC's upcoming e-delivery rule will shift the default to digital, enhancing efficiency and reducing costs. Learn how to prepare for this change.
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CASE STUDY | March 3, 2026
Driving Efficiency and Compliance: Automated Fee Management Transformation
Intermediary fee management automation replaces manual workflows with a single, rules-based system that validates invoices, allocates payments, and creates an audit-ready trail. Transform your fee management with BetaNXT's automated platform, reducing processing time and enhancing compliance for greater operational efficiency.
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| May 5 – 8, 2025
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.
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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