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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.

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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.

The 2025 Shareholder Meeting Guide
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Insights

Connected Data

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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors

July 14, 2025 / 6 Min Read

Derek Kinney, host of the T3 Hot & Happening Podcast, sits down with Laura Barger, Chief Marketing Officer of BetaNXT, to explore how data,...

Staying Ahead of the Curve, Even During a Stormy Quarter

July 7, 2025 / 4 Min Read

BetaNXT continues to build and expand infrastructure for Connected Wealth — introducing a foundation for our WaaS offering

Detangling Data Chaos: Strategies for Enterprise Leaders to Approach Data Modernization

May 6, 2025 / 16 Min Read

In this conversation at the 2025 Operations Conference & Exhibition, Jonathan Reeve, Chief Product Officer at BetaNXT sits down with Katie...

Introducing My Quarterly Industry Roundup

April 1, 2025 / 2 Min Read

Welcome to the first installation of the BetaNXT CEO Bulletin, a quarterly dispatch covering the topics, trends and news we’re focusing on to help...

From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella

January 24, 2025 / 20 Min Read

Our CEO Bob Santella speaks with Craig Iskowitz on the WealthTech Today podcast about the most impactful industry trends of 2024 and our new...

Preparing for the Paradigm Shift in Data Management

December 27, 2024 / 2 Min Read

In 2025, the industry will advance toward a foundation based on trusted, connected data.

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.

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...

Tracking Decision-Makers' Views and Progress on Data Modernization

BetaNXT recently surveyed nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities and challenges in achieving data modernization.

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