DataXChange is a cloud-native, real-time, governed data platform

DataXChange is BetaNXT's cloud-native, real-time governed data platform that simplifies the exchange of data for broker-dealers, wealth managers, and asset managers and their partners. It brings internal and external data inputs together to deliver transformative benefits, including faster time-to-market, reduced operational costs, and enhanced client experiences.

DataXChange uses modern data sharing methods—including Snowflake Table Sharing, Confluent Kafka Topic Sharing, and hosted APIs—to integrate seamlessly with your existing technology stack. The cloud-native architecture allows for real-time data synchronization without disrupting your current operations and brings the data closer to your systems that need it.

DataXChange processes all types of wealth management data including:

• Client account data and positions
• Transaction history and trade data
• Market data and pricing information
• Performance metrics and analytics
• Document management and reporting data
• Compliance and regulatory information

DataXChange is designed for asset managers and wealth enterprises—such as RIAs, broker-dealers, and custodians—who struggle with data fragmentation and need a modern, scalable platform to support operations, analytics, personalization, partner collaboration, and innovation.

Yes. DataXChange is designed to scale for firms of all sizes. No matter what level of assets under management (AUM) or how well-established your firm is, DataXChange can support you with a trusted single source of truth that unifies internal and external data.

Implementation timelines vary based on your firm's size and complexity, but most DataXChange deployments are completed within 4–6 weeks. We provide dedicated implementation specialists and ongoing support to ensure a smooth transition.

BetaNXT maintains industry-leading security standards including SOC 2 Type II certification, ensuring the highest level of data protection for wealth management firms. Our security framework includes:

• 256-bit encryption for data in transit and at rest
• Multi-factor authentication (MFA) and role-based access controls
• 24/7 security monitoring and incident response

DataXChange pricing is customized based on your firm's size, data volume, and specific requirements. Our flexible pricing model considers factors such as assets under management (AUM), number of users, data sources, and required integrations. DataXChange enables operational efficiency gains and reduced manual data processing costs. Contact our team for a personalized quote tailored to your business.

Yes. DataXChange can either complement or replace traditional data warehouses, depending on your needs. For firms with legacy systems, DataXChange can serve as a modern data layer that sits above your existing infrastructure, providing real-time access without requiring a complete replacement. For firms ready to modernize fully, DataXChange can serve as your primary data management platform, offering cloud-native performance, scalability, and cost advantages over traditional on-premise data warehouses.

No, you do not need to leverage Snowflake directly to use DataXChange. If your firm does not currently have a Snowflake account, our team can provision an account on your behalf to leverage the benefits of DataXChange.