Client Access | BetaNXT

Our Capabilities

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

All Capabilities

Trading & Settlement
Asset Servicing

Investor Communications
AI & Data Services

DataXChange

Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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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.

Broker-Dealers
Advisors & Wealth Managers
Issuers
Asset Managers

Beta User Committee

Release notes, technical documentation, user committee notes, and client services

Beta Documentation

Manuals, system information, and what’s new

Beta Client Portal

Update contact information, log service tickets and work requests, and review issue reports

Beta API Portal

500+ wealth web services available

Maxit Portal

Release information, submit tickets, product enhancements, contact changes, and review statuses

Delta Data Portal

Release information, submit tickets, product enhancements, contact changes, and review statuses

Client Support

New to BetaNXT and not sure who to call? We’ll direct you to the right place. Contact us through this support page.