Revolutionizing Counterparty Management with Automated Workflows
BetaNXT's Counterparty Management solution features flexible, automated workflows that modernize and simplify relationships between fund distributors...
Our Capabilities
We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.
DataXChange
Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.
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 TeamEngage With Us
September 19, 2025 / 1 Min Read
BetaNXT's Counterparty Management solution features flexible, automated workflows that modernize and simplify relationships between fund distributors...
August 15, 2025 / 2 Min Read
Chris Nobles, in WealthManagement.com’s 2025 Midyear Outlook, highlights that modern technology streamlines shareholder communications, increasing...
August 8, 2025 / 22 Min Read
Jonathan Reeve, BetaNXT's CPO, explores the evolving partnership between Chief Product Officers and Chief Data Officers. Their conversation...
August 7, 2025 / 2 Min Read
Fund boards hold a critical responsibility in overseeing the operations and management of investment funds. Their role is multifaceted, requiring a...
July 14, 2025 / 6 Min Read
Derek Kinney, host of the T3 Hot & Happening Podcast, sits down with Laura Barger, Chief Marketing Officer of BetaNXT, to explore how data,...
July 7, 2025 / 4 Min Read
BetaNXT continues to build and expand infrastructure for Connected Wealth — introducing a foundation for our WaaS offering
July 2, 2025 / 2 Min Read
The evolving nature of risk in a dynamic environment and an industry built on rules and regulations have led to an increased investment in oversight...
June 24, 2025 / 1 Min Read
Our CEO, Bob Santella, discusses the industry's collective responsibility to ensure seamless, resilient systems that safeguard...
June 12, 2025 / 2 Min Read
Intermediary fees make up a significant amount of a mutual fund company’s annual expenses. The complexity and the volume of these fees continue to...
May 14, 2025 / 2 Min Read
As the asset management industry continues to expand, many fund managers find themselves lacking the proper infrastructure and processes to keep up...
May 6, 2025 / 16 Min Read
In this conversation at the 2025 Operations Conference & Exhibition, Jonathan Reeve, Chief Product Officer at BetaNXT sits down with Katie...
May 6, 2025 / 24 Min Read
SIFMA President and CEO, Kenneth E. Bentsen Jr., sits down with Bob Santella, CEO of BetaNXT to explore the themes shaping global markets...
BetaNXT recently surveyed nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities and challenges in achieving data modernization.
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