InsightX

InsightX is BetaNXT DataXChange's AI layer, designed to bring domain-aware intelligence to financial services. It combines trusted data, financial-services context, AI, and governance to help firms anticipate what’s ahead, ask questions of their data, and automate complex work. InsightX can be accessed through purpose-built applications or embedded within BetaNXT solutions and existing workflows.

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.

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.

A Domain Intelligence 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 Intelligence Pack contains three types of content working together:

• Your context — Proprietary client data, business rules, workflows, permissions, and intellectual property unique to your organization
• BetaNXT context — Structured data models, operating procedures, help content, and expert-curated knowledge
• Industry context — External rules and requirements from DTCC, NSCC, OCC, and other relevant industry sources

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

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.

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.