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    Our Capabilities

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

    DataXChange

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

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    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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    BetaNXT in the News
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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 2025 Shareholder Meeting Guide
    Other Resources

    May 5-8, 2025

    BetaNXT at SIFMA Ops

    Driving the future through the power of Connected Wealth

    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. 

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    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.

    Let's connect at #SIFMA Ops 
    Stop by Booth #101 to meet the team. 

    Please Join Us

    Monday, May 5
    5:30 - 7:00 p.m.
     
     

    Welcome Reception

    Sponsored by BetaNXT
      
    Tuesday, May 6
    8:05 - 8:40 a.m.
     

    Executive Insights: Modernization, Market Trends, and the Future of Operations

    Featuring Bob Santella, Chief Executive Officer
    Tuesday, May 6
    11:20 - 11:50 a.m.
     

    Detangling Data Chaos: Strategies for Enterprise Leaders to Approach Data Modernization

    Featuring Jonathan Reeve, Head of Product Strategy and Development
    Tuesday, May 6
    4:30 - 6 p.m.
     

    Networking Reception Co-Sponsored by BetaNXT

    Exhibition Hall
    Wednesday, May 7
    2:30 - 3:30 p.m.
     

    Revolutionizing Investor Comms: Engage, Empower, Elevate

    Featuring Chris Nobles, Division Head; Ernest Carducci, Head of Client Communications Solutions; and Laura Franconi, Head of Issuer and Broker Solutions 

    Integrated Solutions Powered by DataXChange

    CastX

    Automate and Streamline Corporate Actions Management

    CastX revolutionizes the way wealth management firms manage corporate actions. Our solution automates the corporate actions lifecycle — reducing risks, minimizing errors, and improving transparency and efficiency.

    Learn more

    TrustWealthX

    Streamline Operations and Workflows Across Trust, Brokerage, and Wealth

    TrustWealthX empowers financial services firms to effortlessly manage and report on brokerage, wealth, and trust businesses through a unified platform. Trust officers, financial advisors, and their clients benefit from a seamless, integrated experience with consistent, real-time data.

    Learn more

    ReservePro

    Stay Ahead of New Rule 15c3-3 Reserve Calculation/Reporting Requirements

    ReservePro is designed to reduce risk, facilitate data collection, aggregate inputs across business units and centrally store all supporting documentation

    Learn more

    Fast-track your transformation with DataXChange

    DataXChange, our cloud-based, real-time data management platform, 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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    BetaNXT's DataXChange

    Explore Our Solutions

    betanxt-trade-operations-sell-sheet-240906

    Securities Processing

    Our order management, 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.

    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 Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake

    New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability,...

    More News

    betanxt-shortlisted-for-ftf-awards

     

    The FTF News Technology Innovation Awards 2025

    BetaNXT is thrilled to be shortlisted for the 2025 Financial Technologies Forum (FTF) Technology Innovation Awards in three categories.

    Please cast your vote for BetaNXT today!

    vote now
    EVENTS
    | May 5 – 8, 2025

    BetaNXT at SIFMA Ops

    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. 

    Read more
    Advert-SIFMA-Ops-25-2

    Let's Connect

    At BetaNXT, we are powering the future of connected wealth and we want you to be part of the journey. Complete the form below and a member of our team will reach out to schedule time to learn more about your firm's goals.