BetaNXT Homepage
The Future of Connected Wealth
BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions
BetaNXT Homepage
The Future of Connected Wealth
BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions
Our CEO Bob Santella speaks with Craig Iskowitz on the WealthTech Today podcast about the most impactful industry trends of 2024 and our new product, DataXChange.
In recent years, the way companies hold annual meetings has undergone a major transformation, with many shifting from traditional in-person meetings to digital formats. While some may view this change with skepticism, it’s crucial to highlight the significant advantages digital meetings bring, especially when it comes to inclusivity and shareholder participation.
Optimize trust, brokerage, and wealth management with real-time data solutions for enhanced operations and client engagement.
Transform corporate actions management with CastX, enhancing efficiency and reducing risks through advanced automation and seamless communication.
Streamline Corporate Actions
Transform corporate actions management with CastX, enhancing efficiency and reducing risks through advanced automation and seamless communication.
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Modernize Trust Operations
TrustWealthX will optimize trust, brokerage, and wealth management with real-time data solutions for enhanced operations and client engagement.
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Fast-track your transformation with DataXChange
Introducing our cloud-based, real-time data management platform. DataXChange simplifies the exchange of data for wealth management firms and their partners — bringing internal and external inputs together to deliver transformative benefits.
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Fast-track your transformation with DataXChange
Introducing our cloud-based, real-time data management platform. DataXChange simplifies the exchange of data for wealth management firms and their partners — bringing internal and external inputs together to deliver transformative benefits.
learn moreIntroducing our cloud-based, real-time data management platform. DataXChange simplifies the exchange of data for wealth management firms and their partners — bringing internal and external inputs together to deliver transformative benefits.
Introducing our cloud-based, real-time data management platform. DataXChange simplifies the exchange of data for wealth management firms and their partners — bringing internal and external inputs together to deliver transformative benefits.
Making Sense of Corporate Shareholder Communications for Clients
In WealthManagement.com’s 2025 Midyear Outlook, Chris Nobles, who leads BetaNXT’s investor and client communications solutions, explains how using modern technology to simplify shareholder communications can boost investor confidence and lower financial anxiety. Customizing messages for different investors supports informed decisions in any market.
Read MoreThe first issue of the BetaNXT CEO Bulletin highlights Bob Santella’s views on trends in fintech and wealth management from the first quarter of 2025.
CDO Matters Podcast: Data as a Product
Jonathan Reeve, BetaNXT's CPO, explores the synergy between Chief Product Officers and Chief Data Officers in leveraging data as a strategic product to drive innovation and client value.
ListenBetaNXT is thrilled to be returning to SIFMA Ops 2025 as Presidential Sponsor of this year's conference. We’re looking forward to connecting with clients, colleagues, and friends in Orlando.
T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors
In this podcast, CMO Laura Barger shares how BetaNXT is using data, AI and trust to empower advisors and transform investor experiences.
ListenBetaNXT is thrilled to be returning to SIFMA Ops 2025 as Presidential Sponsor of this year's conference. We’re looking forward to connecting with clients, colleagues, and friends in Orlando.
2025 BetaNXT Data Modernization Benchmarking Survey
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.
Read MoreBetaNXT is thrilled to be returning to SIFMA Ops 2025 as Presidential Sponsor of this year's conference. We’re looking forward to connecting with clients, colleagues, and friends in Orlando.
BetaNXT at SIFMA Ops
BetaNXT is thrilled to be returning to SIFMA Ops 2025 as Presidential Sponsor of this year's conference. We’re looking forward to connecting with clients, colleagues, and friends in Orlando.
learn moreBetaNXT is thrilled to be returning to SIFMA Ops 2025 as Presidential Sponsor of this year's conference. We’re looking forward to connecting with clients, colleagues, and friends in Orlando.
BetaNXT’s 2025 Proxy Guide
Your annual meeting is vital for sharing your vision and engaging with shareholders. BetaNXT’s end-to-end proxy solution streamlines meeting management and material distribution. Our 2025 Proxy Guide provides essential information, forms, and more.
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Your annual meeting is vital for sharing your vision and engaging with shareholders. BetaNXT’s end-to-end proxy solution streamlines meeting management and material distribution. Our 2025 Proxy Guide provides essential information, forms, and more.
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