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    Our Capabilities

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

    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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    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 2025 Shareholder Meeting Guide
    Other Resources

    Issuer Solutions

    Mediant helps corporate issuers, mutual funds, insurance, and alternative investment (REIT) firms advance the digital transformation of proxy management, investor communications and shareholder meetings.

    Clearing & Settlement

    BetaNXT automates the clearing and settlement life cycle. We facilitate the accurate and timely transfer of securities and funds between parties, ensuring transactions are recorded and settled efficiently. Our platform ensures scale, security, compliance, and stability for our clients.

    How We Power Your Business

    The BetaNXT platform provides clients with a fully integrated security master as part of its core service. The service is pre-connected to a reference data platform, powering an ‘out of the box,’ data-enabled security master service, providing valuation, pricing, and settlement.

    Retail Solutions

    BetaNXT ensures smooth execution, validation, and finalization of trades in equities, options, mutual funds, fixed income, annuities, and more. Our platform supports multicurrency capabilities, enhancing the flexibility and efficiency of retail trading operations.

     

    Institutional Solutions

    BetaNXT handles large-volume, complex transactions across multiple asset classes. The platform integrates seamlessly with global clearinghouses and custodians, ensuring robust and efficient processing of institutional trades.

     

    Trust Solutions

    TrustWealthX delivers trust officers, advisors and their clients a holistic “family view” of investment positions and balances across brokerage, advisory, and trust accounts. Official books and records, regulatory reporting—as well as custody and clearing data—for all accounts are available in real time.

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    Operations as a Service

    We support a professional service function, ensuring expertise and management where clients need operational support. The experience, knowledge, and expertise of the BetaNXT team ensures clients can remove risk and cost from their internal operations resourcing.

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    Connect With Us

    Let us know how we can help you!

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    Insights

    BetaNXT’s CEO on Most Impactful Tech and 2025 Trends


    November 20, 2024/ 3 Min Read

    Bob Santella and Wealth Solutions Report discuss technologies impacting the industry, wealthtech in 2025, his vision for the firm, and more.

    Ready, Settle, Go: Reflections on Preparing for a Successful T+1 Launch


    May 22, 2024/ 5 Min Read

    May 28 is launch day for T+1 – the rule that will shorten the securities settlement cycle to trade date (T) plus one day. Currently, firms are...

    Big Data Is Transforming Wealth Management: Q&A with BetaNXT CEO Bob Santella


    November 6, 2024/ 4 Min Read

    Bob Santella met with Joe Palmisano from Connect Money to explore BetaNXT's growth prospects, the increasing application of AI, and big data in the...