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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.

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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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Bob Santella

Chief Executive Officer

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.

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...

| 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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