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Our Businesses

Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

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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 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.

Leadership Team
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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

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Insights

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...

BetaNXT’s CEO on Most Impactful Tech and 2025 Trends

November 20, 2024 / 3 Min Read

Bob Santella and Wealth Solutions Report discuss technologies impacting the industry, wealthtech in 2025, his vision for the firm, and more.

Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy

November 12, 2024 / 1 Min Read

The corporate actions lifecycle is time-consuming, prone to errors, and costly. Despite the widespread adoption of digital technology throughout the...

The Blueprint for Tomorrow’s Investors With Bob Santella

November 7, 2024 / 9 Min Read

Our CEO Bob Santella speaks with Julia Smollen at Advisorpedia about revolutionizing wealth management with cutting-edge data integration,...

Big Data Is Transforming Wealth Management: Q&A with BetaNXT CEO Bob Santella

November 6, 2024 / 4 Min Read

Bob Santella met with Joe Palmisano from Connect Money to explore BetaNXT's growth prospects, the increasing application of AI, and big data in the...

Top 5 Takeaways from SIFMA Ops 2024: Designing the Future of Connected Data

October 2, 2024 / 4 Min Read

SIFMA Ops was a highlight of my year. The conference waspacked with interesting people, ideas, and insights into what’s ahead for our industry. At...

Ops 2024: Point to Point – Designing the Future of Connected Data

September 27, 2024 / 18 Min Read

Data modernization isn’t just the latest trend; it’s a critical and competitive element of success for wealth enterprises. Join BetaNXT’s...

BetaNXT takes on the data challenge with Snowflake-powered platform

September 17, 2024 / 1 Min Read

The wealth tech provider is helping future-focused firms move forward on their digital journeys with a groundbreaking pilot program.

One Company's Mission To Power "Connected Wealth"

September 13, 2024 / 3 Min Read

BetaNXT CEO Robert Santella discusses how wealth management enterprises can harness the power of connected wealth and connected data.

Change Agent: Stephen C. Daffron, BetaNXT

August 20, 2024 / 3 Min Read

We’re talking to leaders about significant changes in the industry and their organizations – progress regarding product, process, technology, or...

Empowering Advisors: How Connected Wealth Can Revolutionize Wealth Management

August 15, 2024 / 2 Min Read

2024 has been, and will continue to be, the year of the advisor. Over the past decade, wealth management organizations have increasingly focused on...

BetaNXT: A Private Equity Success Story.

July 9, 2024 / 16 Min Read

Stephen C. Daffron talked with The San Francisco Experience in June about the significance of data transparency and interconnected data, and how...

| July 9, 2024

For this podcast, Stephen C. Daffron talked with The San Francisco Experience about the significance of data transparency and interconnected data, and how the modern investor is shaping the demand curve.

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