Skip to the main content.

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.

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.

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
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.

The 2025 Shareholder Meeting Guide
Other Resources

Insights

Revolutionizing Counterparty Management with  Automated Workflows

September 19, 2025 / 1 Min Read

BetaNXT's Counterparty Management solution features flexible, automated workflows that modernize and simplify relationships between fund distributors...

Making Sense of Corporate Shareholder Communications for Clients

August 15, 2025 / 2 Min Read

Chris Nobles, in WealthManagement.com’s 2025 Midyear Outlook, highlights that modern technology streamlines shareholder communications, increasing...

CDO Matters Podcast: Data as a Product

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...

Essential Elements of Fund Board Reporting: A Board’s Perspective

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...

T3 Podcast: Hot & Happening 2025 image

T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors

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,...

Staying Ahead of the Curve, Even During a Stormy Quarter

July 7, 2025 / 4 Min Read

BetaNXT continues to build and expand infrastructure for Connected Wealth — introducing a foundation for our WaaS offering

Enhancing Efficiency in Intermediary Oversight

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...

Heard at SIFMA Ops 2025

June 24, 2025 / 1 Min Read

Our CEO, Bob Santella, discusses the industry's collective responsibility to ensure seamless, resilient systems that safeguard...

Overcoming Intermediary Fee Management Challenges

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...

Enhancing Intermediary Oversight Capabilities with Essential Solutions

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...

Detangling Data Chaos: Strategies for Enterprise Leaders to Approach Data Modernization

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...

Executive Insights: Modernization, Market Trends, and the Future of Operations

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...

Tracking Decision-Makers' Views and Progress on Data Modernization

BetaNXT recently surveyed nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities and challenges in achieving data modernization.

data-modernization-hero-social

Insights Newsletter

Subscribe to get the latest Insights delivered right to your inbox.