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    Broker-Dealers

    Automated critical trading, clearing, servicing, and operational workflows to increase efficiency and control.

    Advisors & Wealth Managers

    Simplify advisor workflows and account servicing to improve productivity and client experiences.

    Issuers

    Simplify investor communications, proxy voting, and governance while strengthening shareholder engagement.

    Asset Managers

    Streamline fund operations, data management, and oversight to improve efficiency, transparency, and control.

    Trading & Execution

    • Execute basket, block, and multi-leg orders through a single rules-based engine
    • Automate compliance and risk checks across the trade lifecycle
    • Enable market connectivity while supporting increasing transaction volumes
    FIX Trade/Order Interface Order Management and Trading Tools

    Wealth & Advisory

    • Automate onboarding, processing, and account workflows end-to-end
    • Unify client, portfolio, and market data for faster advisor decisions
    • Deliver digital-first experiences that deepen client trust
    Account Opening Advisor Facing Trading and Investor Platform Investment Processing Managed Accounts
    • Overview

    Asset Servicing

    • Centralize servicing and oversight across every account and asset type
    • Manage the full lifecycle from onboarding through ongoing events
    • Service alternatives, annuities, IRAs, and digital assets at scale
    Alternatives Processing Annuities Processing Asset Movement Corporate Actions Digital Assets IRAs & Qualified Plans Managed Account Fee Billing Tax & Cost Basis Trust Solutions

    Clearing & Settlement

    • Automate post-trade processing across transaction types and global markets
    • Connect directly to clearing houses, custodians, and multi-currency settlement processing
    • Surface exceptions early with real-time settlement visibility
    ACATS/CBRS Cash Management International: Euroclear Real-time Institutional Delivery Real-time Settlement Processing Trust Solutions

    Fund Administration

    • Automate fund trading, reconciliation, and straight-through processing
    • Automate complex fee, billing, and revenue-sharing processes
    • Scale transfer agency and recordkeeping across global fund structures
    Counterparty Management Fee Management Fund Trade Management and Reconciliation Fund Transfer Agent and Recordkeeping Intermediary Insight Multi-Platform Fund Trading Mutual Fund Sub Accounting and Trading Revenue Management Service Provider Insight Transfer Agent Insight

    Operations as a Service

    • Reduce costs and operational risk with outsourced middle- and back-office support
    • Scale efficiently with experienced operations and asset servicing specialists
    • Unlock new revenue opportunities through scalable operational support

    Securities & Financing

    • Automate end-to-end securities financing and clearing workflows
    • Optimize collateral and capital while reducing counterparty exposure
    • Access NSCC markets directly through BetaNXT connectivity and scale
    Margins Money Market & Debit Card Processing Repo Processing Securities Financing

    Workflow & Automation

    • Unify back- and middle-office operations in one modern interface
    • Automate task routing, rules, and exception handling to reduce manual work
    • Trigger real-time workflows across internal, external, and market systems
    Exception Hub File Extracts International: Euroclear, JPMC, Citi, BNP, BNY Operations Workbench Rules Manager Task Management Webhooks/Events
    • Overview

    Recordkeeping & Reporting

    • Maintain accurate, consistent records across accounts and transactions
    • Extend readiness across tax, cost basis, custody, and digital assets
    • Centralize data to strengthen oversight, control, and reporting visibility
    Books and Records Custody Digital Assets Tax & Cost Basis

    Regulatory Reporting

    • Automate regulatory reporting and compliance monitoring at scale
    • Consolidate data and calculations across a single integrated platform
    • Maintain audit trails and adapt as regulatory requirements evolve
    15c3-3 Regulatory Reporting Trade Transparency
    • Overview

    Broker Services

    • Bring investor communications and event processing into a single streamlined workflow
    • Deliver voting experiences that drive digital adoption
    • Strengthen compliance with real-time tracking and automated controls
    Class Actions Corporate Actions Post-Trade Prospectus Proxy Global Proxy & SRD II

    Client Communications

    • Create and deliver critical client communications across every channel
    • Validate documents with AI-powered rules before they reach clients
    • Create and compose content with intuitive self-service tools
    Statements, Confirmations, Client Letters, and Tax Reporting Val

    Fund Services

    • Simplify proxy management from solicitation through tabulation
    • Give investors proposal-level voting choice at scale
    • Strengthen vote accuracy through reconciliation, audit, and reporting
    Digital Shareholder Meeting Master Tabulation Services Online Document Hosting Retail Voting Program Shareholder Meeting Services Solicitation Voting Choice

    Issuer Services

    • Manage the full proxy lifecycle from distribution through tabulation
    • Drive shareholder engagement across channels
    • Centralize proxy management and access voting data through the MIC Issuer Portal
    Annual Meeting Management Digital Shareholder Meeting Master Tabulation Services Online Document Hosting Retail Voting Program Solicitation Services

    DataXChange

    • Deliver trusted enterprise data through a unified data platform.
    • Eliminate silos by standardizing data from multiple sources
    • Apply AI to surface insights, automate decisions, and drive action
    Data as a Service InsightX Val

    Other Data Services

    • Exchange wealth data securely through scalable, developer-ready APIs
    • Centralize and standardize mutual fund and account data across the firm
    • Automate data flows to reduce manual re-keying and errors
    APIs Market & Reference Data Data Management Security Master

    • Front Office
      Real-time data and automation speed trade execution and client service, giving advisors and traders the tools to act faster and serve clients better across every channel.

    • Middle & Back Office
      Automated processing cuts errors, reconciles data, and streamlines operations, reducing manual work while scaling to handle growing transaction volume without added staff.

    • Compliance & Regulatory
      Built-in controls and audit trails keep firms ahead of requirements, supporting regulatory reporting and reducing risk exposure across trading, servicing, and communications.

    • Investor Communications
      Digital delivery and proxy tools improve investor engagement and accuracy, replacing manual notifications with omni-channel communications investors actually read and act on.

    • Data Services
      A unified data platform powers reporting, analytics, and integration, connecting front, middle, and back office systems to support faster, better-informed decisions.

    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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    Engage With Us

    BetaNXT in the News
    Careers
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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, Process Guides...you will find them all here.

    The 2026 Shareholder Meeting Guide
    Other Resources

    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.

    Learn More

    AI at BetaNXT

    Accelerate your AI strategy, with a platform purpose-built for your operational realities and a partner committed to your success.

    Learn More

    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.

    Insights

    Connected Data

    Navigating Market Change with Agility

    Picture of Bob Santella Bob Santella

    October 1, 2025 / 3 Min Read

    Expanding Our Ecosystem of Flexible Solutions, Helping Clients Stay Ahead of Market Shifts and Investor Expectations

    CDO Matters Podcast: Data as a Product

    Picture of Jonathan Reeve Jonathan Reeve

    August 8, 2025 / 22 Min Read

    Jonathan Reeve, BetaNXT's CPO, explores the evolving partnership between Chief Product Officers and Chief Data Officers. Their conversation...

    T3 Podcast: Hot & Happening 2025 image

    T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors

    Picture of Laura Barger Laura Barger

    July 14, 2025 / 6 Min Read

    Derek Kinney, host of the T3 Hot & Happening Podcast, sits down with Laura Barger, Chief Marketing Officer of BetaNXT, to explore how data,...

    Staying Ahead of the Curve, Even During a Stormy Quarter

    Picture of Bob Santella Bob Santella

    July 7, 2025 / 4 Min Read

    BetaNXT continues to build and expand infrastructure for Connected Wealth — introducing a foundation for our WaaS offering

    Detangling Data Chaos: Strategies for Enterprise Leaders to Approach Data Modernization

    Picture of Jonathan Reeve Jonathan Reeve

    May 6, 2025 / 16 Min Read

    In this conversation at the 2025 Operations Conference & Exhibition, Jonathan Reeve, Chief Product Officer at BetaNXT sits down with Katie...

    Introducing My Quarterly Industry Roundup

    Picture of Bob Santella Bob Santella

    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...

    From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella

    Picture of Bob Santella Bob Santella

    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...

    Preparing for the Paradigm Shift in Data Management

    Picture of Don Henderson Don Henderson

    December 27, 2024 / 2 Min Read

    In 2025, the industry will advance toward a foundation based on trusted, connected data.

    2025: The Ongoing Push Toward Data-Ready Content for End Users

    Picture of Jonathan Reeve Jonathan Reeve

    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...

    BetaNXT’s CEO on Most Impactful Tech and 2025 Trends

    Picture of Bob Santella Bob Santella

    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.

    The Blueprint for Tomorrow’s Investors With Bob Santella

    Picture of Bob Santella Bob Santella

    November 7, 2024 / 9 Min Read

    Our CEO Bob Santella speaks with Julia Smollen at Advisorpedia about revolutionizing wealth management with cutting-edge data integration,...

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

    Picture of Bob Santella 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...

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    Artificial Intelligence at BetaNXT

    What do you need your AI to do?

    Wherever you are in your AI journey, your vision shapes our strategy. We are building the infrastructure and solutions to support broker-dealers, wealth managers, asset managers, and corporate issuers at every stage of AI maturity—with intentional innovation.

    Explore AI at BetaNXT

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