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CONTACT US
    Contact Us

    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.

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    AI at BetaNXT

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

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    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.

    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
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    Engage With Us

    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 2026 Shareholder Meeting Guide
    Other Resources

    May 11-14, 2026

    Let's Connect at SIFMA Ops

    Visit us at Booth #200

    BetaNXT is proud to return as Presidential Sponsor of this year's SIFMA Ops conference. We’re looking forward to connecting with clients, colleagues, and friends in Marco Island, Florida. 

    Let's connect at #SIFMA Ops 
    Stop by Booth #200 to meet the team. 
    Monday, May 11
    5:30 - 7:00 p.m.
     
     

    Welcome Reception

    Sponsored by BetaNXT
      
    Tuesday, May 12
    9:10 - 9:20 a.m.
     

    Executive Update with BetaNXT's Bob Santella: Why Our Industry Needs a New Operating System

    Bob Santella, Chief Executive Officer
    Tuesday, May 12
    9:20 - 10 a.m.
     

    AI and Emerging Technologies in Wealth

    Moderated by: Chris Nobles, Division Executive, Mediant, a BetaNXT company

    Tuesday, May 12
    4:40 - 6 p.m.
     

    Networking Reception Co-Sponsored by BetaNXT

    Exhibit Hall
     

    Artificial Intelligence at BetaNXT

    What do you need your AI to do?

    Wherever you are in your AI journey, your vision shapes our strategy. We are building the infrastructure and solutions to support broker-dealers, wealth managers, asset managers, and corporate issuers at every stage of AI maturity—with intentional innovation.

    Explore AI at BetaNXT

    Integrated Solutions Empowering Clients to Excel

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    InsightX: BetaNXT's Enterprise AI Platform

    Turning data into intelligent outcomes

    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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    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.

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    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.

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    Voting Choice

    Voting choice for asset managers, brokers and investors

    Tumelo and BetaNXT enable voting choice — empowering investors to influence how pooled-fund shares are voted, while increasing engagement, loyalty and asset allocations across multiple strategies.

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    Fast-track your transformation with DataXChange

    Made for broker-dealers, wealth managers, and asset managers

    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.

    LEARN More

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    Connect With Us at Sifma Ops

    How can we be part of your future?

    BetaNXT helps brokers deliver a connected wealth management experience through comprehensive, scalable and fully automated solutions that are trusted by thousands.
    Our integrated suite of solutions streamlines business processes, boosts productivity and frees up time for advisors and their clients.

    How can we help you transform digitally? Fill out the form to arrange a conversation.