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CONTACT US
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    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.

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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.

    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, Press Package, Process Guides...you will find them all here.

    The 2026 Shareholder Meeting Guide
    Other Resources

    Recordkeeping & Reporting

    Trusted Data and Records

    • Maintain accurate, consistent data across accounts and transactions
    • Strengthen data integrity through automated controls
    • Support downstream reporting with trusted data

    Regulatory Readiness

    • Support evolving tax and regulatory requirements
    • Improve traceability and auditability across reporting
    • Maintain accurate records to support regulatory obligations

    Digital Asset Readiness

    • Extend operational capabilities across traditional and digital assets
    • Support evolving reporting needs for emerging asset classes
    • Adapt as investment products and requirements change

    Visibility and Control

    • Centralize data for greater operational and reporting visibility
    • Strengthen oversight across accounts and asset classes
    • Improve control through consistent, accessible information

    Simplify recordkeeping and reporting

    Support accurate recordkeeping, tax and cost basis reporting, and custody operations with solutions designed to improve accuracy and transparency.

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    • Books and Records Custody

      Serve as the real-time system of record for all client accounts, ensuring accurate back-office functionality.

    • Automate cost basis reporting, tax information reporting, and tax optimization across every client account.

    Let's talk.

    Curious about how BetaNXT can support your goals? Feel free to ask any questions, and one of our specialists will get back to you shortly.

    Want to speak with someone? US: +1 (888) 949-9957