BetaNXT
HQ Address
55 Broadway, 8th Floor, New York, NY 10006, United States
Website Address
Business introduction
The Future of Connected Wealth
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.
Our vision
The advancing sophistication of wealth management firms, advisors, and the clients they serve has pushed financial services technology and solutions providers to do more.
At BetaNXT, we envision a connected, data-driven future where transformative technology drives success. Leveraging decades of experience, we anticipate our clients’ needs and offer connected solutions that maximize efficiency and productivity while minimizing risk.
BetaNXT powers leading organizations across the investment ecosystem - retail and institutional firms, digital brokers, wealth managers, and issuers trust BetaNXT to accelerate their growth.
BetaNXT Solutions
BetaNXT CastX
CastX leverages our DataXChange platform and draws upon our expertise in investor communications, securities processing, and tax and cost basis reporting. Firms have the flexibility to adopt individual modules or the full CastX solution, based on their specific needs. An end-to-end solution Sourcing and set up Automated sourcing, scrubbing, and sharing of corporate......
business needs
view solutionBetaNXT DataXChange
A powerful platform for data-driven collaboration DataXChange simplifies the exchange of data for wealth management firms and their partners, bringing internal and external inputs together to deliver transformative benefits. A flexible and future-proof wealth experience Whether you need cloud-based data delivery or want to transform your innovation engine, DataXChange offers the flexibility to......
business needs
view solutionBetaNXT TrustWealthX
Our innovative solution ensures that trust officers, financial advisors, and their clients benefit from a seamless, integrated experience with consistent, real-time data. Given the requirement to account for principal and income separately, trust accounts have traditionally been separate from non-trust brokerage and wealth accounts. This separation has created siloed processing, reconciliation......
