Executive Insights: Modernization, Market Trends, and the Future of Operations
SIFMA President and CEO, Kenneth E. Bentsen Jr., sits down with Bob Santella, CEO of BetaNXT to explore the themes shaping global markets...
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We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.
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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.
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 TeamEngage With Us
May 6, 2025 / 24 Min Read
SIFMA President and CEO, Kenneth E. Bentsen Jr., sits down with Bob Santella, CEO of BetaNXT to explore the themes shaping global markets...
April 1, 2025 / 2 Min Read
Welcome to the first installation of the BetaNXT CEO Bulletin, a quarterly dispatch covering the topics, trends and news we’re focusing on to help...
January 24, 2025 / 20 Min Read
Our CEO Bob Santella speaks with Craig Iskowitz on the WealthTech Today podcast about the most impactful industry trends of 2024 and our new...
January 22, 2025 / 1 Min Read
In recent years, the way companies hold annual meetings has undergone a major transformation, with many shifting from traditional in-person...
January 15, 2025 / 2 Min Read
How well do your retail brokerage clients understand their rights as shareholders and the voting process for exercising them?
January 9, 2025 / 2 Min Read
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...
January 3, 2025 / 2 Min Read
The United States Postal Service (USPS) has been periodically increasing the price of First-Class Mail, reflecting ongoing changes in operational...
December 27, 2024 / 2 Min Read
In 2025, the industry will advance toward a foundation based on trusted, connected data.
December 19, 2024 / 3 Min Read
Russ Alan Prince of Financial Advisor Magazine and Sherry Moreland from BetaNXT discuss the digitization of information flow between advisors and...
December 5, 2024 / 2 Min Read
As another year draws to a close, the FinTech industry is undertaking its healthy annual review of where we are going, and what our customers want...
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.
November 12, 2024 / 1 Min Read
The corporate actions lifecycle is time-consuming, prone to errors, and costly. Despite the widespread adoption of digital technology throughout the...
BetaNXT recently surveyed nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities and challenges in achieving data modernization.
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