BetaNXT & Fi-Tek Introduce TrustWealthX, Allowing Clients to Seamlessly Manage & Report on Trust, Brokerage & Wealth Businesses

Announcement

New York, NY—March 25, 2025—BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, and Fi-Tek, LLC, a leading FinTech company specializing in trust and wealth management technology, have come together to enable financial services organizations to streamline operations and workflows, enhance productivity, and reduce risk for their trust & wealth management, advisory, and brokerage divisions.

BetaNXT perspective

“With TrustWealthX, we are solving the major industry-wide problem of siloed processing for trust and non-trust business lines,” said Bob Santella, CEO of BetaNXT. “As partners, BetaNXT and Fi-Tek have made it possible for firms to seamlessly manage and report on their brokerage, wealth, and trust lines through a single lens. The integrated data, unified operations, and workflows offered by TrustWealthX will take the advisor and client experience to a whole new level.”

What TrustWealthX delivers

TrustWealthX delivers trust officers, advisors and their clients a holistic “family view” of investment positions and balances across brokerage, advisory, and trust accounts. Official books and records, regulatory reporting, and custody and clearing data for all of these accounts are available in real time.

Integrated capabilities

In addition to the unified view, the integration enables users to harness account management and reporting capabilities across the BetaNXT and Fi-Tek ecosystems. From BetaNXT: proprietary brokerage and accounting system, end-to-end operations from client to advisor, and client back-office operations. From Fi-Tek: Global WealthES® (GWES) for front, middle and back-office, Specialty Assets, Performance Measurement, Data Aggregation, and full-service securities processing with multi-custodian options.

DataXChange mention

BetaNXT recently announced DataXChange, powered by Snowflake’s AI Data Cloud, is fully operational in production. DataXChange brings internal and external inputs together in one data management ecosystem to deliver a flexible, customized, and connected experience that optimizes data for wealth enterprises and their clients and partners.

About BetaNXT

BetaNXT powers the future of connected wealth management infrastructure solutions, leveraging real-time data capabilities to enhance the wealth advisor experience. Combining industry expertise with the power of Beta, Maxit, and Mediant, BetaNXT focuses on reducing enterprise cost, streamlining operations, increasing advisor productivity, and enhancing the investor experience.

About Fi-Tek

Fi-Tek is a leading FinTech company providing technology solutions to wealth management, family office and alternative investment market segments with its integrated GlobalWealthES (GWES) product, supporting global private banks, trust banks, broker/dealers, family offices, and RIAs. Fi-Tek has enhanced GWES with cloud-native purpose-based apps for advisors, executives and administration personnel for a 360-degree view of clients.

Media Contacts

Alexandra Shafer & Madison Vance — JConnelly for BetaNXT (973) 934-5100, betanxt@jconnelly.com Laura Barger — Head of Marketing and Communications, BetaNXT (917) 680-6002, Laura.Barger@betanxt.com Arpita Chatterjee — Director of Marketing and Strategic Alliance, Fi-Tek 732-632-8167, AChatterjee@Fi-Tek.com