Skip to the main content.

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.

Read More

DataXChange

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

Read More

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.

Read More

Client Access

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

Continue

Our Resources

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

Continue

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.