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.


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.