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    Our Businesses

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

    Beta
    Maxit
    Mediant

    Our Capabilities

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

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    DataXChange

    Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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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.

    Leadership Team
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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.

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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.

    Wealth Managers

    Our suite of capabilities, modern API first approach, and integrated partner ecosystem ensures wealth managers can access holistic services supporting their end-to-end product and technology workflow needs.

    Clearing Firms

    We provide clearing firms the technology, platform and scale to allow them to service their clients with confidence.

    Institutional Firms

    We enable performance, flexibility, and capacity for growth, offering a framework that supports and amplifies the institutional business process.

    Digital Brokers

    We empower online firms with a single, agnostic platform that offers excellent research and support to exceed individual investors’ expectations while managing costs.

    Issuers

    We help fund and corporate issuers advance the digital transformation of proxy management, shareholder communications and annual meetings.

    Our Clients

    A forty-year industry innovator, BetaNXT is the leading provider of wealth management technology and outsourcing solutions for the world’s top financial firms.