How does RetainX work?
Connect data inputs
RetainX is designed to use existing firm data (including cost basis data where available) to create a consistent foundation for analytics and scoring.
Identify risk
The platform derives indicators from patterns such as changes in account activity, asset movement, concentration, and engagement over time.
Score and prioritize
RetainX produces risk scores and rankings to help teams focus on the advisors and accounts that may require attention first.
Review and act
Insights can be delivered through role-based views to support investigation, outreach planning, and management reporting.
What does RetainX flag as "at risk"?
RetainX surfaces advisors and client accounts that show patterns commonly associated with disengagement or attrition. These indicators are intended to support review and prioritization, not to serve as definitive predictions.
What data does RetainX use?
RetainX is designed to use existing firm data related to account activity and advisor and client engagement. Specific data inputs and refresh cadence are confirmed during discovery based on each firm's environment.
How are risk indicators and rankings delivered?
Insights are delivered through role-based dashboards and reporting outputs. Teams can review rankings, explore supporting indicators, and use the information in recurring retention and management workflows.
Who is RetainX designed for?
RetainX is designed for wealth management firms, wirehouses, and independent broker-dealers focused on protecting AUM and reducing the cost of advisor and investor attrition. It is most relevant for advisor technology, platform, and advisor group teams, as well as firm leadership responsible for revenue protection and talent retention.
Does RetainX protect the privacy of advisor and client data?
Yes. Client, advisor, and firm identifiers are not included in datasets used to train or validate RetainX models. Identifying data is obfuscated to enable insights at the advisor and account level without including personal identifying information. BetaNXT does not retain personal information or demographic data about accounts.
Is RetainX generally available?
RetainX is currently offered through direct engagement with BetaNXT. Availability, implementation considerations, and evaluation steps are discussed during an introductory conversation.
What do you need your AI to do?
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