BetaNXT’s CEO on Most Impactful Tech and 2025 Trends
Bob Santella and Wealth Solutions Report discuss technologies impacting the industry, wealthtech in 2025, his vision for the firm, and more.
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One Company's Mission To Power "Connected Wealth"
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
2024 has been, and will continue to be, the year of the advisor. Over the past decade, wealth management organizations have increasingly focused on...
How to Improve the Advisor and Client Experience in 2024 — and Beyond
“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management. The pace of change in our industry has been...
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.
