Business Details
4 Years
experience
Trusted Financial Technology Solutions
Delta Data Software is the future of connected wealth, delivering frictionless enterprise solutions for wealth management. With decades of industry experience and real-time data capabilities, we empower clients to provide comprehensive, end-to-end advisor and investor experiences. Our integrated approach anticipates client needs, offering connected solutions that maximize efficiency while minimizing risk. We serve retail and institutional firms, digital brokers, and wealth managers, accelerating growth through transformative technology.Founded on a 40-year legacy of innovation, our acquisitions of Maxit, Beta, Mediant, and Delta Data have expanded our ability to streamline administration, tax reporting, and investor communications. Our leadership team combines deep expertise with a vision for a data-driven financial ecosystem, ensuring clients stay ahead of market shifts and investor expectations.
Services
Data Management
Wealth Solutions
Corporate Actions
Trust Operations
Tax Reporting
Investor Communications
Proxy Services
Counterparty Management
Details
- Year established: 2022
Highlights and features
- We offer 40+ years of expertise in wealth management technology.
- Our cloud-based platforms enable real-time data integration and automation.
- We provide end-to-end solutions spanning tax reporting to investor communications.
- Our acquisitions ensure comprehensive, scalable financial ecosystem support.
- We prioritize client success through AI-driven insights and operational excellence.
Services
DataXChange
Our cloud-based DataXChange platform streamlines data exchange for wealth management firms. It integrates internal and external data sources to improve operational efficiency and client engagement. This solution reduces complexity while ensuring regulatory compliance.
CastX
CastX automates corporate actions management through advanced workflows. It reduces operational risks while enhancing communication between stakeholders. This solution improves efficiency in handling complex corporate events.
TrustWealthX
TrustWealthX optimizes trust and brokerage operations with real-time data capabilities. It enhances client engagement while streamlining administrative tasks. This platform supports modern wealth management requirements across multiple asset classes.
Maxit
Maxit provides end-to-end tax information reporting and cost basis accounting. It automates regulatory compliance while reducing operational burdens. This solution handles all aspects of tax reporting for financial institutions.
Mediant
Mediant delivers investor communications technology for banks and brokers. It ensures regulatory compliance while improving shareholder engagement. This platform streamlines distribution of critical financial information.
People
Bob Santella
Chief Executive Officer
Bob leads Delta Data Software's strategic vision for connected wealth solutions. With extensive financial technology experience, he drives innovation in data management and operational efficiency across global markets.
Daniel Ciavarella
Chief Revenue Officer
Daniel oversees revenue growth strategies for Delta Data Software's enterprise solutions. He focuses on expanding market reach while ensuring client success through tailored financial technology implementations.
Don Henderson
Chief Technology Officer
Don leads technology development for Delta Data Software's platforms. He specializes in creating scalable solutions that modernize wealth management operations and enhance data-driven decision-making capabilities.
Chris Nobles
Division Executive, Mediant
Chris manages investor communications solutions, focusing on digital transformation. He helps clients improve shareholder engagement through innovative technology-enabled services and regulatory compliance tools.
Peter Smith
Chief Financial Officer
Peter oversees financial operations for Delta Data Software. He ensures fiscal responsibility while supporting strategic investments in platform development and expansion of financial technology services.
Questions
What services does BetaNXT offer?
We provide wealth management platforms, data modernization tools, tax reporting solutions, investor communications technology, and corporate actions management systems.
How does BetaNXT help financial institutions?
Our cloud-based platforms automate workflows, reduce operational burdens, and enhance compliance while improving advisor-investor engagement.
What industries do you serve?
We support broker-dealers, asset managers, issuers, and wealth management firms across retail and institutional markets.
What sets BetaNXT apart from competitors?
Our integrated, end-to-end solutions combine 40+ years of expertise with AI-driven data tools for seamless financial ecosystem connectivity.