TrustWealthX, the jointly developed platform unifying trust, brokerage and advisory operations, is shortlisted by the awards’ independent judging panel.
EDISON, N.J., Nov. 5, 2026 /PRNewswire/ — Fi-Tek LLC and BetaNXT today announced that TrustWealthX has been named a finalist for WealthTech of the Year at the 2026 US FinTech Awards. Produced by FinTech Intel, the program recognizes the achievements of the country’s leading financial technology firms, with winners selected by an independent panel of industry judges. Winners will be announced at the awards ceremony in New York on November 19, 2026.
TrustWealthX is a next-generation wealth platform that unifies brokerage, advisory and trust operations into a single, integrated solution – addressing one of the industry’s most persistent challenges: fragmented systems, processing on stale data and siloed workflows. The platform brings together BetaNXT’s brokerage, advisory and wealth infrastructure with Fi-Tek’s, Global Wealth Enterprise Solution (GWES), specialized trust and wealth accounting platform, creating a single operating environment for trust and non-trust business lines.
TrustWealthX delivers a real-time, unified data layer across BetaNXT’s proprietary brokerage and accounting system and Fi-Tek’s GWES platform, enabling firms to manage positions, balances and workflows holistically. Where legacy vendor models can leave firms waiting one to three days for integrated data, TrustWealthX provides near real-time access to a governed source of truth across account types – improving reporting accuracy, decision-making and service responsiveness.
Rather than building a connector between systems, the two firms developed a shared, integrated architecture that allows brokerage and trust platforms to function as one. The result is a pre-integrated model that gives firms a scalable alternative to costly, bespoke integrations, reducing implementation timelines and risk while eliminating duplicate processing and manual reconciliation.
The recognition comes as the wealth management industry navigates a period of significant change. Capgemini’s World Wealth Report 2025 projects that USD 83.5 trillion will transfer to Gen X, millennials and Gen Z by 2048 – investors who expect more digital, personalized and value-added service. TrustWealthX was built for this convergence, enabling firms to unify trust, brokerage and wealth management within one integrated, real-time operating model.
“Being named a finalist alongside BetaNXT reflects what our teams set out to build together: not a bridge between two systems, but one environment where trust officers, advisors and operations teams work from the same data,” said Subir Chatterjee, President & CEO, Fi-Tek.
“Working together with Fi-Tek, we have created a solution that resolves a major source of friction in financial services, and we are proud that our peers in the industry have recognized the significance of what we’ve accomplished – the removal of processing siloes separating trust and non-trust business lines,” said Bob Santella, CEO, BetaNXT.
The 2026 US FinTech Awards ceremony will be held at the Marriott Marquis, Westside Ballroom, in New York on November 19, 2026. To learn more, please visit https://usfintechawards.com/.
About Fi-Tek
Fi-Tek is a leading financial technology company delivering innovative solutions for Wealth Management and Alternative Investments providers. Fi-Tek’s suite of solutions includes the flagship offering Global WealthES – a fully integrated, real-time, web based solutions, and multi-currency wealth management and trust platform for asset managers, private banks, and RIAs; HedgeTek, a partnership allocation, investor accounting, and reporting system for hedge funds; Fi-Tek Wealth Solutions powered by Rockit®, a wholly owned subsidiary providing integrated family office technology and outsourcing solutions. In addition to its comprehensive technology solutions, Fi-Tek offers operational outsourcing services supported by its proprietary software platforms. These services are delivered by highly experienced Operations and Performance Reporting teams with more than 20 years of experience supporting clients on the platforms. For additional information regarding Fi-Tek’s technology and service offerings, please visit www.fi-tek.com.
About BetaNXT
BetaNXT is a leading provider of enterprise wealth management solutions, powered by real-time data capabilities. We support key stakeholders across the financial services ecosystem—including broker-dealers, advisors, wealth managers, issuers, asset managers and transfer agents.
Through our software-, data-, and operations-as-a services approach, we empower our enterprise clients to deliver a comprehensive, end-to-end advisor and investor experience. We offer scalable trading and settlement services, robust asset servicing capabilities, regulatory-compliant investor communications, and advanced data management and analytics. BetaNXT’s solutions streamline operations, enhance productivity, strengthen compliance and reduce enterprise cost, helping clients excel in the digital age. By investing in platforms, products, and partnerships, we transform our clients’ platforms into strategic differentiators that drive efficiency, performance, and growth. For more information visit www.betanxt.com.
Media Contacts
Fi-Tek:
Arpita Chatterjee
Director, Strategic Client Initiatives
AChatterjee@Fi-Tek.com
(732) 632-8167
BetaNXT:
Laura Barger
Chief Marketing Officer
mediarelations@betanxt.com
(888) 949-9957, option 3
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SOURCE Fi-Tek
