InsightX:

InsightX is BetaNXT's enterprise AI platform: a centralized data and intelligence engine that powers our product ecosystem. With InsightX, firms no longer have to build AI infrastructure from scratch. Instead, they can easily adopt foundational capabilities—data modeling, governance, and analytics—through a cloud-native, institutional-grade platform that integrates seamlessly into existing workflows. InsightX makes AI-driven insights accessible to non-technical and technical users alike—empowering operators, advisors, and leaders, as well as data and technology teams.

General-purpose AI tools are built for general purposes. InsightX is built specifically for asset and wealth management operations. The difference shows up in three ways. First, the data quality and governance: InsightX's data is modeled by domain experts and defined consistently across business units, with embedded governance and metadata that make data lineage traceable and auditable. Second, the domain-aware design: the platform's design incorporates BetaNXT's institutional knowledge of how operations teams and advisors actually work, so outputs improve real-life workflows—meaning fewer exceptions, higher productivity, and smarter decisions. Third, the explainability: Every insight comes with transparency into methodology and data sources, so users can trust responses and recommendations—something general-purpose AI tools can't reliably offer in a regulated environment.

No, you do not have to be a current BetaNXT client to use InsightX. InsightX is available to any asset or wealth management firm. If you're not yet a BetaNXT client, InsightX can serve as an entry point. Contact us to discuss what's right for your firm.

InsightX is built for everyone—not just your data and technology teams. Operators benefit from workflow-embedded intelligence and automated processing. Advisors get actionable recommendations and client insights surfaced directly in their existing interfaces. Business leaders can explore data and build reports without needing SQL skills. And data and technology teams get a governed, extensible platform they can build on. InsightX's consistent user experience across all BetaNXT solutions means adoption is faster and training overhead is lower across all of these groups.

BetaNXT's InsightX AI platform leverages a combination of BetaNXT-sourced and -curated datasets, client-curated content and data, and industry and regulatory standards to deliver a rich intelligence experience with maximum relevance and precision. Curated Domain Packs bring together all of the data elements required to support a specific business domain, including structured datasets, applicable unstructured content, and the semantic models that define the domain's business meaning. InsightX gives you transparency into exactly which data sources are being used for any given query, so you always know the basis for the insights you're seeing.

A Domain Pack is a ready-made, BetaNXT-curated data foundation that powers InsightX within a specific area of your business—such as Stock Record, Order Data, and Market Data. Each pack bundles everything InsightX needs to understand and operate within that domain, so you don't have to build or connect data sources yourself. Every Domain Pack contains three types of content working together:

• Structured data — Organized, table-formatted information that InsightX can process and analyze
• Unstructured content — Documents like PDFs, spreadsheets, and specifications that InsightX can search and retrieve from
• Semantic models — The business definitions and concepts that help InsightX interpret your questions accurately and respond in terminology your team already uses

By organizing data this way, Domain Packs provide a single, trusted data layer that InsightX uses across discovery, prompting, workflows, and context grounding.

No, but DataXChange clients will benefit from the connected services. Domain Packs power InsightX independently of your DataXChange subscription. However, if you are already a DataXChange subscriber, any datasets you are currently entitled to are automatically available to InsightX within the corresponding activated domain—there's nothing extra to configure.

Yes. InsightX's Compass capability is designed with flexible choice and control built in—you can select from supported LLMs based on your firm's preferences for performance, cost, and data handling policies. This is particularly important for firms with restrictions on which AI providers can process their data. Our team can walk you through the available options and help you configure the right setup for your environment.

InsightX is designed to eliminate the need for external BI tools—reducing the cost and complexity of licensing, integrating, and supporting separate systems. That said, its modular architecture means it can be layered into your existing environment without a full rip-and-replace. For firms with significant existing investments in tools like Tableau or Power BI, our team can walk you through a practical migration path that protects what's already working while closing the gaps.

InsightX is designed to be modular. You can start with the capability that addresses your most immediate need. Compass is the right starting point if your primary goal is democratizing data access—enabling advisors, operators, and leaders to ask questions of your data in plain language without relying on your data team. Data Studio is ideal if you need better visualization and analytics, with curated data models and self-service dashboard creation. Solutions Hub is the best entry point if you want to deploy specific AI-powered solutions quickly without building from scratch. Not sure? Get in touch and we can help you identify the right starting point based on your firm's priorities and existing infrastructure.

BetaNXT maintains industry-leading security standards, ensuring the highest level of data protection for our clients. InsightX is built with enterprise-grade security at every layer. Data is protected with 256-bit encryption at rest and in transit. Access is governed by multi-factor authentication (MFA) and role-based access controls, ensuring users only see the data they're authorized to view. InsightX's embedded governance and rich metadata framework means every data asset is tracked, classified, and auditable. We maintain SOC 2 Type II certification and 24/7 security monitoring and incident response.

No. Your firm's data is never used to train InsightX's underlying AI models or shared with any other client or third party. Your data remains yours. InsightX's AI capabilities are built on BetaNXT-curated models trained on industry data, not on your proprietary client or operational information.

Access to your data within InsightX is strictly controlled by the permissions your firm configures. BetaNXT staff access to client data is governed by strict internal access controls and need-to-know policies. All data access is logged and auditable. InsightX's governance framework—including embedded governance, rich metadata, and curated dataset boundaries—determines data access across the platform.

InsightX is purpose-built for regulated wealth management environments. The platform supports your compliance obligations under SEC and FINRA frameworks through audit logging, data lineage tracking, explainability features, and role-based access controls. We work with your compliance team during implementation to ensure InsightX is configured to meet your firm's specific regulatory requirements.

Access to the core InsightX platform is available in three service tiers—Basic, Premium, and Pro—each unlocking a deeper level of AI capability and intelligence. The foundational InsightX experience in the Basic tier centers on Data Studio and is focused on accessing governed data and baseline intelligence features. Individual solutions within the Solutions Hub are subscribed to separately from InsightX's core functional tiers. Firms can adopt Solutions Hub solutions selectively based on their priorities. Contact our team for a personalized quote tailored to your business.