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The Future of Connected Wealth
BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions
Scale AI Validation
Val provides AI validation for documents, data and workflows. Applying rules-based intelligence across documents, data, and workflows, Val enables outcomes that are predictable, accurate, and scalable.
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Accelerate AI Adoption
InsightX is a centralized enterprise AI platform that acts as a hub for data and intelligence, with a built-in understanding of regulated firms' business realities. It seamlessly delivers intelligence wherever work happens—for operators, advisors, and leaders alike.
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Empower Investor Voting
Automate pass-through voting for asset managers, brokers, and investors, enhancing transparency and engagement while streamlining operations and ensuring compliance with evolving regulatory standards.
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Streamline Corporate Actions
Transform corporate actions management with CastX, enhancing efficiency and reducing risks through advanced automation and seamless communication.
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Modernize Trust Operations
TrustWealthX will optimize trust, brokerage, and wealth management with real-time data solutions for enhanced operations and client engagement.
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Real-Time Data Management
DataXChange simplifies the exchange of data for wealth management firms and their partners, bringing internal and external inputs together to deliver transformative benefits.
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AI’s Next Phase in Wealth Management: From Assistive Tools to Agentic Intelligence
Chris Nobles explores how wealth management is evolving with agentic AI, transforming operational workflows and enhancing advisor-client experiences.
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Building an AI-Enabled Operating Model: Heard at SIFMA Ops 2026
Discover insights from Bob Santella at SIFMA Ops 2026 on building an AI-enabled operating model to enhance efficiency and value in financial services.
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Building Stability & Resilience for the AI-Driven Future: Why Modernization Matters More Than Ever
Bob Santella, BetaNXT's CEO, explores how financial firms can build resilience and leverage AI for operational excellence, ensuring stability in an evolving market landscape.
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See Val in Action: Product Demo Available On Demand
Discover how broker-dealers are reducing rework, improving QA, and scaling client communications review with AI-powered validation.
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Driving Efficiency and Compliance: Automated Fee Management Transformation
Intermediary fee management automation replaces manual workflows with a single, rules-based system that validates invoices, allocates payments, and creates an audit-ready trail. Transform your fee management with BetaNXT's automated platform, reducing processing time and enhancing compliance for greater operational efficiency.
Read MoreBetaNXT is thrilled to be returning to SIFMA Ops 2025 as Presidential Sponsor of this year's conference. We’re looking forward to connecting with clients, colleagues, and friends in Orlando.
BetaNXT’s 2026 Proxy Guide
Your annual meeting is vital for sharing your vision and engaging with shareholders. BetaNXT’s end-to-end proxy solution streamlines meeting management and material distribution. Our 2026 Proxy Guide provides essential information, forms, and more.
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