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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

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
  • 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

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

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

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

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
  • 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

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
  • 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

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

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

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

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

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
  • 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
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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, 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.

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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.

Leading Market Intelligence Program Honors Innovation in Analytics, AI, DataOps and Next-Generation Data Technologies

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New York — (PR Newswire) — BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, today announced that it is “DataOps Company of the Year” in the 7th annual Data Breakthrough Awards program. Conducted by Data Breakthrough, the independent market intelligence organization, the Awards program recognizes the top companies, technologies and products in the global data technology market today. 

BetaNXT’s data operations platform unifies, secures, and mobilizes mission-critical data across the wealth ecosystem. The company operates at enterprise scale, running one of the largest governed data fabrics in the wealth technology sector. Its ecosystem includes more than 10,800 production data files, over 700 APIs, 320 table shares, and upwards of 80 event streams. This infrastructure enables near real-time data distribution and seamless collaboration among multiple parties.

“BetaNXT stands apart by delivering measurable reliability, rigorous governance and demonstrable client impact,” said Bob Santella, CEO of BetaNXT. “We’re pleased to receive this recognition from Data Breakthrough, and I extend my gratitude to our team, partners, and clients who made this possible. We will continue to shape industry readiness with evidence-based insights that help firms prioritize and execute modernization and innovation.”  
The annual Data Breakthrough Awards program is one of the industry’s most competitive and respected global recognition platforms, highlighting the companies and solutions shaping the future of the data economy. The 7th annual program attracted thousands of nominations from leading organizations worldwide, reflecting the explosive growth and strategic importance of data technologies spanning analytics, infrastructure, DataOps, AI, storage, observability and real-time intelligence.

“BetaNXT provides a resilient, always-on Data Ops foundation that turns fragmented data into governed, real-time value, at scale and under pressure,” said Steve Johansson, Managing Director, Data Breakthrough. “By ensuring data lineage, quality and auditability, BetaNXT provides the solid foundation firms need to modernize efficiently and confidently, and BetaNXT is helping set the standard for how to do it right. We’re pleased to award them with ‘DataOps Company of the Year.’”

As organizations across every industry accelerate digital transformation and AI adoption, the ability to capture, manage, analyze and operationalize data has become mission critical. Modern enterprises depend on advanced data platforms and intelligent infrastructure, such as BetaNXT’s DataXChange, to drive faster decision-making, improve operational efficiency and unlock new opportunities for growth and innovation. Data Breakthrough Award winners represent the companies and solutions delivering the technologies that make this transformation possible.

This momentum is further reflected in BetaNXT’s recent announcement introducing the new AI Innovation Lab and InsightX, its purpose-built enterprise AI platform that addresses both layers of transformation simultaneously. By modernizing the underlying data foundation while layering in advanced AI capabilities, BetaNXT supports its partners at every stage of maturity accelerate data modernization and innovation efforts.

About BetaNXT

BetaNXT powers the future of Connected Wealth by investing in platforms, products and partnerships to accelerate growth. It is a leading provider of frictionless wealth management enterprise solutions, real-time data capabilities and an enhanced advisor experience. Through its software, data, and operations-as-a-service approach, BetaNXT empowers its clients with flexible, efficient and connected solutions that anticipate their changing needs. BetaNXT's comprehensive model reduces enterprise cost, streamlines operations processes, increases advisor productivity and strengthens the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into game-changing differentiators that enable enterprise scale and stimulate commercial growth. For more information visit betanxt.com.

About Data Breakthrough

Part of the Tech Breakthrough organization, a leading global provider of market intelligence and recognition platforms for technology innovation and leadership, the Data Breakthrough Awards program is devoted to honoring innovation and market disruption in data technologies, services, companies and products. The global Data Breakthrough Awards program provides a forum for public recognition around the achievements of data companies and solutions in categories including data analytics, DataOps, data management, infrastructure and hardware, storage, Business Intelligence and more. For more information visit DataBreakthroughAwards.com.

Tech Breakthrough LLC does not endorse any vendor, product or service depicted in our recognition programs, and does not advise technology users to select only those vendors with award designations. Tech Breakthrough LLC recognition consists of the opinions of the Tech Breakthrough LLC organization and should not be construed as statements of fact. Tech Breakthrough LLC disclaims all warranties, expressed or implied, with respect to this recognition program, including any warranties of merchantability or fitness for a particular purpose.

Alexandra Shafer
JConnelly for BetaNXT
+1 (973) 934-5100
betanxt@jconnelly.com

Laura Barger
Chief Marketing Officer, BetaNXT
+1 (888) 949-9957, option 3
mediarelations@betanxt.com

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