55 Broadway, 8th Floor, New York, NY 10006, United States
BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions
We are the future of connected wealth
BetaNXT is a provider of frictionless wealth management enterprise solutions, supported by decades of experience and powered by real-time data capabilities. Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
Leading the way has been our mission from the start.
BETA is self-clearing securities processing solution that enhances operational control for wealth management firms and drives compelling differentiation for advisors and the clients they serve. Built on years of expert knowledge and hands-on experience, BETA provides critical back-office controls including corporate action management, middle office exception management, and front office account......
Digital Investor is a custody-agnostic online portal that connects advisors and their clients to a compelling, personalized digital wealth management experience. Our portal is engineered for rapid go to market deployment, at scale, without quality decay or added expenses....
Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements....