TrustWealthX

TrustWealthX empowers financial services firms to effortlessly manage and report on brokerage, wealth, and trust businesses through a unified platform. Our innovative solution ensures that trust officers, financial advisors, and their clients benefit from a seamless, integrated experience with consistent, real-time data.

Given the requirement to account for principal and income separately, trust accounts have traditionally been separate from non-trust brokerage and wealth accounts. This separation has created siloed processing, reconciliation challenges, and a fragmented view of a family’s total wealth. TrustWealthX leverages the DataXChange to address these issues by providing a comprehensive view of positions and balances across all accounts.

Integrated Workflows

Automate processes and reduce the time spent on manual and operational tasks.

Synchronized Data

Minimize the risk of errors and provide an accurate, real-time view of client accounts.

Enhanced User Experience

Gain a holistic view of a client's financial picture for better planning and client engagement.

Reduced Operating Costs

Achieve cost savings and reduced overhead by streamlining processes and eliminating redundancies.

Enhanced Productivity

Improve efficiency and allow advisors to focus more on client interactions and less on administrative tasks.

PRESS RELEASES | March 25, 2025

BetaNXT & Fi-Tek Introduce TrustWealthX Allowing Clients to Seamlessly Manage & Report on Trust, Brokerage & Wealth Businesses

BetaNXT and Fi-Tek launch TrustWealthX to streamline trust, brokerage, and wealth management with integrated, real-time data solutions.

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