Two Less Things to Worry About This Tax Season

Our Capabilities

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

All Capabilities

Trading & Settlement
Asset Servicing

Investor Communications
Data Services

DataXChange

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

Learn More

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.

Broker-Dealers
Advisors & Wealth Managers
Issuers
Asset Managers

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.

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.

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.

Magical

So easy to customize you will think you have developed super powers.

No Coding Required

Build to leverage the Hubspot CMS making it simple to create and optimize webpages.

Mobile Ready

Each template is responsive and designed to look awesome on all devices.

Tax season is always going to be hectic, but keeping track of tasks and deadlines are two things Maxit can help you with today.

Download our free guides:
Tax Season Preparation and 2024 Tax Season Deadlines

Maxit is the comprehensive solution for streamlined tax services. It takes the pressure off, not only in tax season but year-round. Maxit delivers a four-pronged approach. Our solution components can be delivered holistically or as standalone offerings. Whichever you choose, our technology can be supplemented with managed services that boost productivity and efficiency.