Two Ways to Avoid Mailing Delays and Cost Increases to Shareholder Communications
The United States Postal Service (USPS) has been periodically increasing the price of First-Class Mail, reflecting ongoing changes in operational...
Our Capabilities
We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.
DataXChange
Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.
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 TeamEngage With Us
January 3, 2025 / 2 Min Read
The United States Postal Service (USPS) has been periodically increasing the price of First-Class Mail, reflecting ongoing changes in operational...
December 27, 2024 / 2 Min Read
In 2025, the industry will advance toward a foundation based on trusted, connected data.
December 19, 2024 / 3 Min Read
Russ Alan Prince of Financial Advisor Magazine and Sherry Moreland from BetaNXT discuss the digitization of information flow between advisors and...
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...
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.
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...
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,...
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...
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...
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...
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.
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.
BetaNXT recently surveyed nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities and challenges in achieving data modernization.
Subscribe to get the latest Insights delivered right to your inbox.