Looking back on 2025 and ahead to the year to come, the highs and lows across the industry stand out clearly. The year began with a new White House administration, included periods of significant market volatility driven by tariffs and trade uncertainty, and ultimately closed on a comparatively high note, with major financial indices reaching record levels in December.
In 2025, investor expectations continued to intensify. Today’s clients increasingly expect digital tools that deliver transparency and personalized insights from their wealth advisors. At the same time, wealth management and financial services firms are navigating evolving fiduciary rules, reporting standards and data privacy requirements.
These changes are reshaping how firms—and the WealthTech and FinTech platforms they rely on—operate.
Against this backdrop of heightened investor expectations, evolving regulations and ongoing market volatility, BetaNXT remained a trustworthy, resilient and reliable partner for clients while continuing to deliver modernized technology and data solutions. Although uncertainty and change defined much of the environment, everything accomplished over the past quarter—and throughout the past year—strengthened the foundation built to help clients grow, adapt and operate with greater speed and confidence.
BetaNXT 2025 Highlights
Some of the highlights from the past year include:
- The acquisition of Delta Data allowed BetaNXT to strengthen its capability to simplify complex investment fund operations. The BetaNXT ecosystem now includes trade management, sub-accounting and revenue management features for wealth managers, as well as transfer agent functions, fee management and compliance tools for asset managers.
- Our partnership with U.K. stewardship technology firm Tumelo expanded access to pass-through voting for millions of retail investors.
- A strategic relationship with Chicago Clearing Corporation, a leader in securities and antitrust class action claim filing, supports a simplified and streamlined approach to this complex, data-intensive process.
- Recognition from industry peers, including Financial Technology Report naming BetaNXT one of the Top 25 WealthTech Companies of 2025. We were also recognized as one of the Top 10 WealthTech Companies by FinTech Magazine.
- As part of ongoing efforts to streamline workflows for corporate actions, BetaNXT introduced CastX, an innovative solution that automates and streamlines the end-to-end management of corporate actions. Demonstrating just how transformative CastX is, BetaNXT was awarded the FTF News Technology Innovation Award as Best Corporate Actions Service Provider.
Significant Investment in AI
As the industry looks ahead to the next 12 months, the conversation about where it is going is increasingly driven by AI and rapid technological advancements across the wealth and investment management landscape.
AI models will continue to automate and simplify complex processes.
However, while much of the industry’s conversation about AI focuses on the “what”—what models, what data, what prompts—BetaNXT focuses on the bigger picture: the “how.” This includes how AI can be harnessed within the innovation pipeline to accelerate success for both clients and teams.
As recently described on LinkedIn, BetaNXT embodies what it calls “the three E’s of AI success”:
- Embedded: Anticipating Client Needs at the Source. Too often, AI is piloted through a siloed approach by layering it on top of core operations. To realize AI’s true potential, it should be directly integrated into the processes and systems that power organizations day-to-day.
- Efficient: Operating at Peak Productivity. Efficiency is often framed in terms of speed and time savings. However, efficiency also needs to be evaluated qualitatively. It is not only about doing things faster, but also smarter and better.
- Experience-First: Designing for People, Not Process. Firms should prioritize people over processes when using AI. Overemphasizing innovation—or adopting an “AI-first” approach—risks neglecting user experience, human judgment and decision-making. An “experience-first” mindset recognizes that these factors are as important as data accuracy and security.
Going forward in 2026, BetaNXT is increasing its investment in sound data governance, responsible guardrails and multi-layered security. These are three essential ingredients for creating an optimal environment in which AI can operate successfully.
DataXChange, a cloud-based, real-time data management platform, provides that ecosystem. DataXChange simplifies the exchange of data for wealth management firms and their partners, brings together internal and external inputs to deliver transformative benefits, and provides a secure environment for building AI-driven innovation.
In November 2025, BetaNXT announced strategic investments to accelerate development in four key areas: data aggregation, workflow automation, business intelligence and predictive analytics. Innovation in these areas will build on existing AI-powered solutions, as well as DataXChange—improving accuracy, timeliness and productivity for advisors and investors alike.
Looking Ahead
In 2026, U.S. regulators may issue rules aimed at preventing sensitive data in certain sectors, such as healthcare, from being used in AI models. Regulators in the United States have not issued guidance similar to the European Union’s sweeping AI Act, but given the speed of AI innovation, stricter requirements for data oversight and compliance are likely.
Proactive investment in secure, responsible data practices today sets the stage for thriving with AI tomorrow.
BetaNXT remains committed to being a trusted partner—helping clients adopt and adapt to AI innovation and regulation and stay one step ahead in a rapidly evolving landscape. Forward-thinking firms can leverage BetaNXT expertise to build the organizational, technological and data agility needed to create a solid, nimble strategy for data management and AI. Ongoing investment in the platform is key to ensuring firms can preempt new data management and AI regulations that may emerge in 2026 or beyond.
Wishing everyone a happy, healthy and innovative New Year.
