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Our Businesses

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


Our Capabilities

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

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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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Client Access

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


Our Resources

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


Michael Pass

Michael Pass

President, Maxit

As the visionary leader for Maxit by BetaNXT, Michael creates next-generation digital wealth management solutions, providing data, technology, and insight to empower better investment decisions and engagement.

Prior to joining BetaNXT, Michael served as Chief Technology Officer at cutting edge technology firms including CircleBlack, Inc., a modern cloud-based software company. He led all aspects of their technological vision as well as the resources dedicated to implementing the technology to ensure the vision aligned with business goals, both for the company and their clients. Michael was also the Chief Technology Officer at Scivantage, where he developed an enterprise platform to transform complex information and processes into intuitive user experiences. In that role, he was directly responsible for modernizing and expanding the Maxit platform from eight clients to over 40. Before that, Michael was a Director for UBS Wealth Management and brings decades of experience to BetaNXT to help reimagine the world of wealth management.