Cost Basis and Tax Reporting

Combining technology and scale with decades of experience, BetaNXT provides real-time cost basis and tax capabilities across front, middle, and back offices. Clients can automate regulatory reporting and access modern APIs and UI, enabling integration of tax information into all workflow functions that support investors and advisors

Cost Basis Reporting

As a cost basis processing engine, BetaNXT is a highly automated, back-office agnostic solution that offers flexibility to meet every business model. Whether data is pushed or pulled, there is an option that fits.

Tax Information Reporting

BetaNXT delivers comprehensive tax information reporting and managed services to increase accuracy, reduce corrections, improve client service, and lower tax season expenses.

Tax Optimization

BetaNXT's tax dashboard and interactive tools — as well as reports, insights, and alerts — provide an intuitive and transparent account snapshot to identify investment opportunities at the most tax-beneficial moment.

Managed Services

BetaNXT offers reconciliation services for cost basis and tax reporting, tax information reporting operations, and streamlined business operations support.

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