Trading & Settlement

BetaNXT delivers scalable, secure trading and settlement solutions that give clients full control over execution and post-trade processes. Our automated platform ensures accurate, timely clearing and settlement of securities and funds, providing the efficiency, compliance and reliability needed for today’s markets.

BetaNXT streamlines workflows through better connectivity and automation. Our platform provides advanced order management, real-time trading tools and integrated data—ensuring accurate pricing and settlement, and secure, compliant operations for market success.

Retail Solutions

BetaNXT ensures smooth execution, validation, and finalization of trades in equities, options, mutual funds, fixed income, annuities, and more. Our platform supports multicurrency capabilities, enhancing the flexibility and efficiency of retail trading operations.

Institutional Solutions

BetaNXT handles large-volume, complex transactions across multiple asset classes. The platform integrates seamlessly with global clearinghouses and custodians, ensuring robust and efficient processing of institutional trades.

Trust Solutions

TrustWealthX delivers trust officers, advisors and their clients a holistic “family view” of investment positions and balances across brokerage, advisory, and trust accounts. Official books and records, regulatory reporting—as well as custody and clearing data—for all accounts are available in real time.

learn more

Operations as a Service

We support a professional service function, ensuring expertise and management where clients need operational support. The experience, knowledge, and expertise of the BetaNXT team ensures clients can remove risk and cost from their internal operations resourcing.

learn more

Order Management and Trading Tools

Our platform offers advanced order entry options—basket orders, block trading, and complex options strategies—to help advisors meet client goals. Advisors can quickly process orders via APIs or our application, with trading tools and a rules engine supporting compliance and alignment with investor risk profiles.

Real-Time Workflow Applications and APIs

We offer a suite of integrated and connected real-time workflow applications and APIs that enhance operational efficiency and reduce manual processing, empowering our clients to effectively manage their securities processing and trading operations.

Let us know how we can help you!

How can we be part of your future? Fill out this form to arrange a conversation to tell us.

BetaNXT’s CEO on Most Impactful Tech and 2025 Trends

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.

Ready, Settle, Go: Reflections on Preparing for a Successful T+1 Launch

Tim Rutka

May 22, 2024/ 5 Min Read

May 28 is launch day for T+1 – the rule that will shorten the securities settlement cycle to trade date (T) plus one day. Currently, firms are...

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