Skip to the main content.

Our Businesses

Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

Beta
Maxit
Mediant

Our Capabilities

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

Read More

DataXChange

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

Read More

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.

Read More

Client Access

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

Continue

Our Resources

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

Continue

September 15-18, 2024

BetaNXT at SIFMA Ops 2024

SIFMA Ops is the premier event for operations and technology leaders from across the financial industry. We’re excited to be a part of it as a Presidential Sponsor – and we’re looking forward to meeting clients, colleagues, and friends in San Diego.

Stop by Booth #205 to meet the team and get connected.

SIFMA_Large_Back

September 15-17, 2024

BetaNXT at SIFMA Ops 2024

SIFMA Ops is the premier event for operations and technology leaders from across the financial industry. We’re excited to be a part of it as a Presidential Sponsor – and we’re looking forward to meeting clients, colleagues, and friends in San Diego. Stop by booth #205 to meet the team and get connected.

Get connected at SIFMA Ops!
WiFi: SIFMAOPS2024  Password: BetaNXT

Please Join Us

Sunday, September 15
5:30 - 7 p.m.
 

Welcome Reception Sponsored by BetaNXT

Marina Terrace
Monday, September 16
4:30 - 6 p.m.
 

Evening Reception Co-Sponsored by BetaNXT

Exhibition Hall
Tuesday, September 17
11 - 11:30 a.m.
 

Don Henderson, CTO, BetaNXT

Mainstage: Point to Point – Designing the Future of Connected Data
12 - 1 p.m.
 

Nicole Lynch, Product Owner, BetaNXT

Panel discussion: Transfer of Assets Balancing Modernization with Client Experience and Day-to-Day Operations

Explore Our Solutions

betanxt-sell-sheet-240906

Connected Wealth

Through our businesses — Beta, Maxit, and Mediant — we provide a comprehensive, end-to-end advisor and investor experience.

betanxt-trade-operations-sell-sheet-240906

Securities Processing

Our advisor and investor portals, order management and trading tools, and third-party provider integrations are bolstered by real-time data, providing seamless connections between solutions.

betanxt-tax-solutions-sell-sheet-240906

Cost Basis & Tax Reporting

We deliver four components, either as a holistic unit or individually as standalone offerings: cost basis reporting, tax information reporting, tax optimization, and managed services.

betanxt-investor-communications-sell-sheet-240906

Investor Communications

We modernize the flow of vital information between advisors and investors so they can reach out and provide guidance to strengthen client relationships.

Introducing our cloud-based, real-time data management platform. DataXChange simplifies the exchange of data for wealth management firms and their partners — bringing internal and external inputs together to deliver transformative benefits.

BetaNXT's DataXChange

PRESS RELEASES | September 17, 2024

BetaNXT Delivers Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake


New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability, Automation, and Customization of Experience

Read More

Press Releases

BetaNXT Names WealthTech Veteran Robert Santella as CEO in Planned Transition

Stephen C. Daffron, will Remain Engaged with BetaNXT as Executive Chairman, Effective July 1, 2024

BetaNXT Introduces Revolutionary MIC Platform for Centralizing and Optimizing Investor and Advisor Communications

Enhanced Digital-First Secure Ecosystem Utilizes Streamlined, Interconnected Data to Resolve...

Insights

Top 5 Takeaways from SIFMA Ops 2024: Designing the Future of Connected Data

SIFMA Ops was a highlight of my year. The conference waspacked with interesting people, ideas, and insights into what’s ahead for our...

Ops 2024: Point to Point – Designing the Future of Connected Data

Data modernization isn’t just the latest trend; it’s a critical and competitive element of success for wealth enterprises....

One Company's Mission To Power "Connected Wealth"

BetaNXT CEO Robert Santella discusses how wealth management enterprises can harness the power of connected wealth and connected data.

Empowering Advisors: How Connected Wealth Can Revolutionize Wealth Management

2024 has been, and will continue to be, the year of the advisor. Over the past decade, wealth management organizations have...


Get Updates in Your Inbox and Mobile

Stay connected with BetaNXT during SIFMA Ops 2024 and after!