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    Broker-Dealers

    Automated critical trading, clearing, servicing, and operational workflows to increase efficiency and control.

    Advisors & Wealth Managers

    Simplify advisor workflows and account servicing to improve productivity and client experiences.

    Issuers

    Simplify investor communications, proxy voting, and governance while strengthening shareholder engagement.

    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
    FIX Trade/Order Interface Order Management and Trading Tools

    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
    Account Opening Advisor Facing Trading and Investor Platform Investment Processing Managed Accounts
    • Overview

    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
    Alternatives Processing Annuities Processing Asset Movement Corporate Actions Digital Assets IRAs & Qualified Plans Managed Account Fee Billing Tax & Cost Basis Trust Solutions

    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
    ACATS/CBRS Cash Management International: Euroclear Real-time Institutional Delivery Real-time Settlement Processing Trust Solutions

    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
    Counterparty Management Fee Management Fund Trade Management and Reconciliation Fund Transfer Agent and Recordkeeping Intermediary Insight Multi-Platform Fund Trading Mutual Fund Sub Accounting and Trading Revenue Management Service Provider Insight Transfer Agent Insight

    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
    Margins Money Market & Debit Card Processing Repo Processing Securities Financing

    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
    Exception Hub File Extracts International: Euroclear, JPMC, Citi, BNP, BNY Operations Workbench Rules Manager Task Management Webhooks/Events
    • Overview

    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
    Books and Records Custody Digital Assets Tax & Cost Basis

    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
    15c3-3 Regulatory Reporting Trade Transparency
    • Overview

    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
    Class Actions Corporate Actions Post-Trade Prospectus Proxy Global Proxy & SRD II

    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
    Statements, Confirmations, Client Letters, and Tax Reporting Val

    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
    Digital Shareholder Meeting Master Tabulation Services Online Document Hosting Retail Voting Program Shareholder Meeting Services Solicitation Voting Choice

    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
    Annual Meeting Management Digital Shareholder Meeting Master Tabulation Services Online Document Hosting Retail Voting Program Solicitation Services

    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
    Data as a Service InsightX Val

    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
    APIs Market & Reference Data Data Management Security Master

    • 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.

    • 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.

    • 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.

    • 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.

    • Data Services
      A unified data platform powers reporting, analytics, and integration, connecting front, middle, and back office systems to support faster, better-informed decisions.

    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.

    Leadership Team
    Read More

    Engage With Us

    BetaNXT in the News
    Careers
    Events

    Client Access

    Current clients can access support systems and request assistance with enhancements and upgrades.

    Continue

    Our Resources

    Solutions Overviews, Process Guides...you will find them all here.

    The 2026 Shareholder Meeting Guide
    Other Resources

    Our Capabilities

    We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

    All Capabilities

    DataXChange

    Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

    Learn More

    AI at BetaNXT

    Accelerate your AI strategy, with a platform purpose-built for your operational realities and a partner committed to your success.

    Learn More

    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.

    About Us

    We are the future of connected wealth.

    BetaNXT is a provider of frictionless wealth management enterprise solutions, supported by decades of experience and powered by real-time data capabilities. Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

    Our Vision

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

    At BetaNXT, we envision a connected, data-driven future where transformative technology drives success. Leveraging decades of experience, we anticipate our clients’ needs and offer connected solutions that maximize efficiency and productivity while minimizing risk.

    BetaNXT powers leading organizations across the investment ecosystem - retail and institutional firms, digital brokers, wealth managers, and issuers trust BetaNXT to accelerate their growth.

    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, Executive Chairman

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    Our Promise

    Working with financial organizations to manage the world’s wealth, our clients are the source of our inspiration as we navigate macro trends and market forces to:

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    Deliver critical business functions to manage workflow, reports, APIs, standard operating procedures, audit evidence, disaster recovery, business continuity, tax reporting, and more.

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    Anticipate and eliminate challenges in the investment life cycle, supporting scale and delivering the “rule of 72,” offering nine core functionalities – including an order management system – across all asset classes.

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    Connect the broader ecosystem, including utilities and exchanges, to offer an easy-to-integrate, adaptable, frictionless, and intuitive digital experience.

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    Streamline administration and operations to deliver a cost effective platform without compromising quality.

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    Transform wealth management technology and solutions to enhance the lives of people around the world.

    bulb-icon
    Deliver critical business functions to manage workflow, reports, APIs, standard operating procedures, audit evidence, disaster recovery, business continuity, tax reporting, and more.
    bulb-icon
    Anticipate and eliminate challenges in the investment life cycle, supporting scale and delivering all core functionalities – including an order management system – across all asset classes.
    bulb-icon
    Connect the broader ecosystem, including utilities and exchanges, to offer an easy-to-integrate, adaptable, frictionless, and intuitive digital experience.
    bulb-icon
    Streamline administration and operations to deliver a cost effective platform without compromising quality.
    icon-idea
    Transform wealth management technology and solutions to enhance the lives of people around the world.

    This promise is our focus so our clients can offer an unparalleled experience to the advisors and investors they serve.

    Our Leaders

    bob-santella-c

    Bob Santella

    Bob Santella
    Chief Executive Officer
    a headshot of Laura Barger, CMO at BetaNXT

    Laura Barger

    Laura Barger
    Chief Marketing Officer
    daniel-ciavarella-c

    Daniel Ciavarella

    Daniel Ciavarella
    Chief Revenue Officer
    don-henderson-c

    Don Henderson

    Don Henderson
    Chief Technology Officer
    sam-markey-c

    Sam Markey

    Sam Markey
    Division Executive, Asset Servicing
    chris-nobles-c

    Chris Nobles

    Chris Nobles
    Division Executive, Investor Communications
    A photo of Jim Pieper

    Jim Pieper

    Jim Pieper
    Chief Financial Officer
    jonathan-reeve-c

    Johnathan Reeve

    Jonathan Reeve
    Chief Product Officer
    tim-rutka-c

    Tim Rutka

    Tim Rutka
    President, Trading and Settlement
    thomas-ryan-c

    Thomas Ryan

    Thomas Ryan
    Chief Legal Officer
    laurice-skutches-c

    Laurice Skutches

    Laurice Skutches
    Chief People Officer

    Our History

    2020

    Maxit Acquisition

    Delivering the industry’s only end-to-end, fully integrated tax solution allows BetaNXT to reduce tax reporting burden and advance our client’s focus on core business activity.

    2021

    Beta Acquisition

    Building on its 40-year history as an industry innovator, Motive Partners purchases Beta from the London Stock Exchange Group and Refinitiv as a strategic digital foundation for the next level of transformation.

    2022

    BetaNXT Launch

    Powering the next generation of wealth management technology and outsourcing solutions, Motive Partners introduces BetaNXT and invests in the platform, products and partnerships to accelerate customer growth.

    2023

    Mediant Acquisition

    Adding Mediant’s investor communications technology solutions to BetaNXT positions our clients to strengthen relationships and maximize opportunities for growth.

    2025

    Delta Data Acquisition

    The addition of Delta Data allows us to expand our offering to include solutions for distributors, asset managers and transfer agents, as well as enhanced capabilities for existing clients.

    Insights

    Be a Disruptor, Not the Disrupted
    Picture of Bob Santella Bob Santella

    September 9, 2026  / 5 min read

    CEO of BetaNXT Bob Santella discusses what it takes to be a leader and why he thinks he won the...

    The Digital Asset Inflection Point
    Picture of Tim Rutka Tim Rutka

    August 17, 2026  / 2 min read

    Tim Rutka, in WealthManagement.com’s 2026 Midyear Outlook, shares his view on how firms must...

    The SEC Proposes E-delivery Regulation: What Firms Need to Know

    July 14, 2026  / 2 min read

    In recent remarks, SEC Chair Paul Atkins described warehouses packed full of disclosure papers,...

    All Insights