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CONTACT US
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    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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    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.

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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

    Broker Dealers

    Powering Broker-Dealers with Scalable Operational Support and Technology for Effortless Growth

    At every stage—from trade execution to settlements and corporate actions—BetaNXT streamlines operations and eliminates risk so advisors, wealth managers, investment managers and investors enjoy seamless experiences and broker-dealers stay ahead.


     

    Challenges

    • Rising market volumes and complexities that strain trading infrastructure and processes
    • Keeping pace with technology to harness real-time data capabilities and remain competitive
    • Increasing client expectations for speed, transparency and seamless digital experiences
     

    Solutions

    BetaNXT empowers broker-dealers to break through these tough challenges. By fusing next-gen technology, streamlined operational workflows and live data, we supercharge efficiency throughout the trade lifecycle. Our robust operational support keeps you agile—helping you deliver standout advisor and investor experiences while fueling growth.

     

    Accelerated Impact

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    Scalable Infrastructure

    Confidently handle market growth and higher trading volumes.

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    Operational Efficiency

    Automate workflows to reduce errors, costs and delays.

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    Real-time Insights

    Leverage data for faster, smarter decisionmaking across the trade lifecycle.

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    Regulatory Compliance

    Strengthen compliance with built-in controls and processes.

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    Enhanced Client Experiences

    Deliver seamless interactions that build trust and loyalty.

    Featured Solutions

     

     
     

    Solutions Partners

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    Tax Reclamation

    Offers comprehensive relief-at-source, post-payable, and refund solutions that maximize investor returns on dividend and interest income while streamlining withholding and reclaim processes.

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    Securities Financing

    Delivers a real-time integrated solution, enabling seamless access to DTCC’s NSCC Securities Financing Transaction (SFT) clearing service.

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    Integrated Trust Processing

    Delivers a holistic family view of investment positions and balances across brokerage, advisory and trust accounts, with real-time access to books and records, regulatory reporting, custody and clearing data.

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    DataXChange

    Delivers a cloud-based, near real-time platform that unifies internal and external data, eliminating chaos, accelerating modernization, and providing a single source of truth.

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    Related Insights

    The Best Ways for Issuers to Reach and Engage Retail Shareholders

    Rising numbers of retail investors is a welcome trend for the wealth management industry, but among issuers, it entails a new challenge: how to build effective communications and engagement among today’s more demanding cohort of shareholders.

    Read More

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