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Our Businesses

Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.


Our Capabilities

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

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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.

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Client Access

Current clients can access support systems and request assistance with enhancements and upgrades.


Our Resources

Solutions Overviews, Press Package, Process will find them all here.


Our Capabilities

We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency. That is why our front-, middle-, and back-office solutions harmonize the latest technology and data science to create the wealth management experience of tomorrow.

Back  Front Office

Client Interaction

We offer expertise to solve critical challenges. Simple account opening and integrated functions facilitate wealth planning. Comprehensive, managed tax reporting can reduce corrections and lower expenses for investors. Our high-touch communications solution delivers critical client touchpoints on time and across multiple channels.

Digital Access

Unmatched digital solutions are provided through an integrated and flexible platform. Offer an optimal experience through advisor and investor portals, integrated workflows, critical communications, and interactive and intuitive dashboards that help identify investment opportunities.

Client Communications and Reporting

We provide a comprehensive client communications solution that includes statements, trade confirmations, 1099 tax forms, Forms ADV, client letters, proxy/shareholder communications, and client relationship summaries — in a format that is personalized and flexible.

Investor Communications

Our investor communications solutions balance innovation with requirements helping our clients stay ahead of financial and regulatory challenges, increase operational efficiency and optimize the user experience through smart technology and deep domain expertise.

Middle  Middle Office



Offering best-of-breed trading technology, we offer automated trade, settlement, and asset servicing solutions. Our integrated order management and trading tool seamlessly routes, connects, and processes orders – while remaining compliant and aligned with investor objectives.

Risk Analysis and Management

Trading tools help ensure compliance and alignment with investor risk profiles and investment objectives, while operational processes help remove risk and exceptions during the trade processing lifecycle.

Data Management and Analysis

Offering real-time data to help power better decision-making, we provide reports, insights, alerts, and supportive workflows to identify opportunities and facilitate holistic wealth management.

Business Intelligence and Practice Management

Access, understand, and manage intelligence around your business by leveraging informative dashboards and other real-time data tools.

Middle Office Operations

Our automated operational capabilities optimize critical functions and reduce the friction in end-to-end securities processing. Our experience, knowledge, and expertise enhance your existing resources to support an optimal investor experience.


Front  Back Office


Asset Servicing and Custody

We provide integrated solutions across all functions, including trade support, fund accounting and administration, custody, cost basis and tax reporting/reconciliation, and more. Additionally, we offer a data-enabled security master service, providing valuation, pricing, and settlement.

Compliance and Regulation

Our solutions offer compliance and stability. Over 500 APIs manage operational functions – from account opening to regulatory reporting – supporting core books and records requirements.

Cyber and Network Security

Clients using our technology benefit from scale and security. Protect your firm and clients from cyber threats and maintain a secure infrastructure, including the protection of investor and account data.

Our Businesses


Built to anticipate and eliminate challenges in the investment lifecycle, Beta delivers a solution set that ensures our clients and the advisors and investors they serve never miss a growth opportunity. We provide core information powering workflow applications, managed data for various integrated processes, and order management tools supporting essential trading activities.

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Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements.

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Mediant provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers. Our innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.

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Our Partners

Our wealth ecosystem integrations provide end-to-end capabilities to help our clients serve their front-, middle-, and back-office needs.