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    Our Capabilities

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

    All Capabilities

    DataXChange

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

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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.

    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.

    The 2025 Shareholder Meeting Guide
    Other Resources

    The Complete Package for Connected Wealth Management

    Building a Frictionless Securities Industry

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    Communications between advisors and their clients have become increasingly interactive due to mobile apps and social media. Today’s investors control, choose, define, and comment on information and communications, in real time.
    Audiences Have Become Users
    We have tools to help you adapt.
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    Digital communication is increasingly preferred by investors. Omni-media means giving investors the information they want, when they want it, on their preferred device.
    Mono-media to Omni-media
    We meet shareholders where they are.
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    More of today’s investors are accustomed to live interactions and constant, 24/7 availability. Technology is making continuous and real-time communications easier and more affordable.
    From Periodic and Delayed to Continuous and Real-Time
    We have one platform with multiple channels.
     

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    Call to Action

    For a generation, wealth management firms and advisors have pushed technology providers to do more. Despite the progress made, our industry continues to be frustrated by disjointed platforms that slow us down and cut into our margins.

    Investors want a frictionless experience. They value great service but also expect sophisticated digital tools that provide the information and interactions they need, wherever they are.

    BetaNXT is building the next generation of connected wealth management solutions. Our holistic, data-centric approach means a comprehensive, end-to-end advisor and investor experience.

    • Connected systems ensure effective and trusted risk management by enabling data to flow efficiently with the appropriate controls.
    • The breadth of our expertise allows us to interpret trends and drive improvements, generating the continuous innovation that is a hallmark of the BetaNXT brand.

    Sharing Our Vision

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    Live at SIFMA Ops 2023

    Know Better. Do Better. Industry veteran Stephen C. Daffron outlined how data science can continue to remove friction for financial professionals as they bring wealth management solutions to more investors.

    Watch Now

    Building a Frictionless Securities IndustryWealthStack_Podcast2

     

    WealthStack Podcast

    BetaNXT CEO Stephen C. Daffron discusses what creating a frictionless wealth management experience means for advisors, financial services and the wealth tech firms that serve them.

    Listen Now

    Discover Our Businesses

    Beta

    Our core data platform, designed to eliminate challenges in the investment lifecycle. Beta powers workflow applications, integrated processes, and order management for essential trading activities.

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    Maxit

    The only fully integrated, automated and scalable, end-to-end tax reporting and cost basis accounting solution. Maxit automates the operational burden of tax reporting and regulatory compliance.

    Learn More

     

    Mediant

    Innovative investor communications technology that serves our entire industry. Mediant gives you confidence in compliance while creating opportunities to strengthen investor engagement.

    Learn More

     

    Connect With Us

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    BetaNXT is working with financial organizations to manage the world’s wealth. Find out how we can be part of your future and complete the form.