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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.

CastX: Corporate Actions Management
TrustWealthX
Other Capabilities

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.

Leadership Team
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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

BetaNXT in the News

BetaNXT & Fi-Tek Introduce TrustWealthX Allowing Clients to Seamlessly Manage & Report on Trust, Brokerage & Wealth Businesses

March 25, 2025

Two Leading FinTech Companies Partner to Upend Siloed Processing Among Trust & Non-Trust Business Lines—Offering a Streamlined View of Positions &...

BetaNXT Unveils BetaNXT CastX to Enhance Corporate Actions Management

March 7, 2025

FinancialDirectorEurope.com's tech journalist Swagath Bandhakavi outlines how our new product CastX will change the way brokers and advisors manage...

BetaNXT Launches BetaNXT CastX - Empowering Investors and Advisors with Data-Driven Insights on Corporate Actions

March 5, 2025

BetaNXT CastX Automates & Streamlines End-to-End Management of Corporate Actions—Laying Groundwork for New Era of Financial Engagement

BetaNXT Announces Next Phase of DataXChange Platform for Wealth Firms After Successful Pilot with Early Adopter Clients

February 12, 2025

Built on the Snowflake AI Data Cloud, DataXChange Accelerates Data Modernization and Maximizes Operational Efficiency with a Single Source of Near...

BetaNXT Modernizes Corporate Actions Experience

October 9, 2024

Leveraging the power of the combined BetaNXT capabilities, the end-to-end, modular solution enhances operational efficiency, reduces errors and...

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

September 17, 2024

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

GlobeTax and BetaNXT Begin Strategic Collaboration to Expand Accessibility to Efficient Tax Recovery Services

September 10, 2024

DOWNLOAD PDF New York, NY — (PR Newswire) — GlobeTax, the world’s leading provider of tax recovery solutions, and BetaNXT, a provider of wealth...

BetaNXT recognized as a Top 25 WealthTech Company for 2024

July 11, 2024

BetaNXT was acknowledged for addressing integration challenges, enhancing advisor productivity, and reducing enterprise costs.

BetaNXT Names WealthTech Veteran Robert Santella as CEO in Planned Transition

May 29, 2024

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

April 4, 2024

Enhanced Digital-First Secure Ecosystem Utilizes Streamlined, Interconnected Data to Resolve Challenges for Brokers that Historically Relied on...

Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI

December 13, 2023

Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution...

Proxymity launches Vote Connect in the North American market, bringing a breakthrough in digital proxy voting

September 14, 2023

Vote Connect brings new choice and freedom to intermediaries for their North American proxy voting requirements and introduces new levels of...

| January 3, 2024

“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management. The pace of change in our industry has been remarkable and continues to accelerate. We are at the apex of a steepening demand curve driven by a new generation of investors who require easy access to near real-time information delivered with context and substance. 

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U.S. Media Relations

By Mail
BetaNXT Attn: Media Relations
55 Broadway, 8th Floor
New York, NY 10006

By Email
mediarelations@betanxt.com