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    Our Capabilities

    We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

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    DataXChange

    Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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    Who We Serve

    BetaNXT invests in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive, front-to-back securities processing, tax, and investor communications solution.

    Who is BetaNXT?

    We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive solution.

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    Client Access

    Current clients can access support systems and request assistance with enhancements and upgrades.

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    Our Resources

    Solutions Overviews, Press Package, Process Guides...you will find them all here.

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    Data Services

    We provide robust data management and analytics solutions to support informed decision-making, enhance operational efficiency, and optimize business performance.

    How We Power Your Business

    Our data capabilities empower firms to manage, analyze, and leverage critical information by offering integrated solutions that ensure data consistency, enhance analytical insights, and enable faster decision-making. This helps firms optimize operations, drive performance, and stay ahead of the market.

    DataXChange

    DataXChange is a comprehensive data management platform designed to streamline the exchange of data for wealth management firms and their partners, bringing together internal and external inputs to deliver transformative benefits.

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    Mutual Fund Data Management

    Automates the ingestion and centralization of mutual fund data from multiple sources, transforming it into standardized, enriched "gold copy" data packets to support downstream systems.

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    Operations as a Service

    We support a professional service function, ensuring expertise and management where clients need operational support. The experience, knowledge, and expertise of the BetaNXT team ensures clients can remove risk and cost from their internal operations resourcing.

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    Data as a Service (DaaS)

    Simplifies access to high-quality, continuously maintained data through a scalable subscription model, reducing infrastructure burden, accelerating data access and enabling greater agility and cost efficiency.

     

     

    Connect With Us

    Let us know how we can help you!

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    Insights

    From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella


    January 24, 2025/ 20 Min Read

    Our CEO Bob Santella speaks with Craig Iskowitz on the WealthTech Today podcast about the most impactful industry trends of 2024 and our new...

    2025: The Ongoing Push Toward Data-Ready Content for End Users


    December 5, 2024/ 2 Min Read

    As another year draws to a close, the FinTech industry is undertaking its healthy annual review of where we are going, and what our customers want...

    Preparing for the Paradigm Shift in Data Management


    December 27, 2024/ 2 Min Read

    In 2025, the industry will advance toward a foundation based on trusted, connected data.