BetaNXT

Overview

BetaNXT is a prominent provider of wealth management technology and outsourcing solutions, boasting over 40 years of industry experience. The company specializes in delivering comprehensive, end-to-end solutions that enhance client experiences and streamline operations, administration, and tax reporting for top financial firms.

A wide range of services is offered, including an integrated wealth management technology platform, an order management system, and corporate actions management through CastX. Trust operations solutions with TrustWealthX, robust data management services supporting over 50 million investors, and risk analysis and management solutions further contribute to optimizing workflows and efficiency for wealth managers, clearing firms, institutional firms, digital brokers, and issuers. With a strong presence in the wealth management ecosystem, the company enables financial institutions to modernize operations, reduce costs, and enhance client engagement throughout the investment lifecycle.

Basic Information

Contact Details

• Phone: +1 877-753-4756
• Website: betanxt.com
• LinkedIn: linkedin.com/company/betanxt

Key Focus Areas & Initiatives

• frictionless wealth infrastructure
• selfclearing securities processing solutions
• wealth management technology
• wealth management outsourcing solutions
• investor communications solutions
• corporate actions automation
• automation
• asset servicing automation
• regulatory compliance
• client communications technology
• digital shareholder meetings
• seamless financial ecosystem
• data management platform
• data management
• services
• end-to-end wealth management
• tax reporting automation
• data security
• managed services
• finance and insurance
• trust operations modernization
• connected wealth platform
• information technology
• wealth management
• real-time data apis
• b2b
• api integration
• operational efficiency
• cloud-based data exchange
• portfolio management
• risk management
• consulting
• digital proxy management
• financial data interoperability
• regulatory compliance tools
• capital markets
• wealthtech innovation
• wealth management solutions
• trust and custody solutions
• data analytics and insights
• digital transformation
• securities and commodity contracts intermediation and brokerage
• finance
• computer & network security
• information technology & services
• investment management
• financial services

Technologies Used

• AI
• Amazon AWS
• Marketo
• Microsoft Office 365
• Mimecast
• Remote
• Render
• Route 53
• Salesforce

Affiliated Organizations & Regional Branches

• Delta Data