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.

A person wearing a black suit and a tie smiling at the camera

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

Substantial industry reach, formidable customer impact – and we’re just getting started.

50

MILLION
RETAIL
ACCOUNTS

$6

TRILLION
ASSETS
SERVED

35 +

MILLION
DAILY
TRANSACTIONS

40 +

YEAR
OPERATING
HISTORY

Our Capabilities

Our approach to delivering frictionless wealth infrastructure combines intelligent, user-centric technology with deep industry perspective, and a best-in-class partner network.

Open API Platform

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

Modern UX/UI

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

Streamlining securities processing and enriching our customers’ operational control.

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.

Maxit

Reducing tax reporting burden and advancing our customers’ focus on core business activity.

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.

Digital Investor

Personalizing the investor experience and enhancing our customers’ ability to delight their clients.

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.

Client Access

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Contact Us

For additional information, please contact us.
[email protected]

Careers at BetaNXT

We have exciting opportunities at BetaNXT. We look forward to helping you explore the next step in your career!
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BetaNXT
7 World Trade Center, 47^th Floor
New York, NY 10007