BetaNXT

BetaNXT is revolutionizing how we work with data through our DataXChange platform. With real-time access and strong governance, we empower advisors to better serve their clients. Below, Jonathan Reeve, Head of Product Strategy and Development at BetaNXT, explains the direct link between a smarter data management platform and a better client experience. Learn how BetaNXT’s connected data approach—centered on secure sharing and real-time access—is key for wealth firms’ and advisors’ success. Learn more here: https://hubs.la/Q03glQtR0 #ConnectedWealth #ConnectedData

Learn about BetaNXT's use of automation and improved communication tools to enhance advisor-client interactions. Chris Nobles, the division executive for Mediant at BetaNXT, discusses the changing investor expectations for prompt and personalized advisor communications. Watch his video on WealthManagement.com below.

Join BetaNXT and a panel of leading innovators at SIFMA Ops for a discussion on tackling data challenges. We'll share insights on how open architecture, real-time data availability, and #AI-enabled automation can be transformative for operations, business intelligence, user experiences, and enterprise growth. Detangling Data Chaos: Strategies for Enterprise Leaders to Approach Data Modernization Tuesday, May 6, 11:20 – 11:50 a.m. Featuring Jonathan Reeve, Head of Product Strategy and Development, BetaNXT; Katie Gibney, Head of Product, Trade & Cost Basis, Vanguard Bhavesh Khator, Head of Post Trade, DriveWealth and Valentino Wotton, Managing Director and General Manager, NSCC, DTC & DTCC Institutional Trade Processing, The Depository Trust & Clearing Corporation (DTCC) https://hubs.la/Q03g6XXr0 #SIFMAOps #Fintech #ConnectedWealth #ConnectedData

BetaNXT improves data management for advisors. Jonathan Reeve discusses how a smarter platform enhances client experiences, offering real-time insights and personalized services. Modern data platforms with secure sharing, governance, and real-time access are vital for wealth firms. Watch his video on WealthManagement.com below.

We're pleased to announce that Robert Santella, CEO at BetaNXT, will speak on the main stage at SIFMA Ops. His panel, Executive Insights: Modernization, Market Trends, and the Future of Operations, takes place on Tuesday, May 6, from 8:05 – 8:40 a.m. He'll join CEOs from major service providers as they discuss the current market landscape, key modernization efforts, and top priorities for their firms and clients alike. https://hubs.la/Q03f-myP0 #SIFMAOps #Fintech #ConnectedWealth #ConnectedData

BetaNXT's Jonathan Reeve just wrapped up his panel at #FIMA25 - Let Your Data Architecture Do the Heavy Lifting: Embedding Governance and Workflow Automation Into Your Data Platform. The standing room only crowd learned about "upstream" data governance and how it accelerates and simplifies data integration efforts. Learn more about our innovative #DataXChange platform here: https://hubs.la/Q03ggYW10

At BetaNXT, we're redefining how advisors connect with clients through automation, personalization, and enhanced communication tools. Chris Nobles, Division Executive for Mediant at BetaNXT, explains how investor expectations are evolving, demanding timely and personalized communications from their advisors. Our new CastX solution automates corporate actions from end to end, minimizing risk and delivering clear insights to strengthen client engagement and trust. Empowering advisors to curate client communications and automating corporate actions are just the beginning. We're committed to innovating in ways that create opportunities for both investors and advisors. Learn more here: https://hubs.la/Q03fnzKb0 #ConnectedWealth #InvestorCommunications #DigitalTransformation #ClientEngagement

Data management has become critical in the wealth management industry, as the next generation of investors requires better tools and more data. They expect advisors to offer digital solutions tailored to their needs. At BetaNXT, we're reimagining how data can empower advisors to better serve their clients. Jonathan Reeve, Head of Product Strategy and Development at BetaNXT, shares how we are transforming data through our DataXChange platform: moving from sending to sharing, and eliminating data chaos. Better data management solutions can empower advisors to deliver what investors want. Learn more here: https://hubs.la/Q03fnzrj0. #ConnectedWealth #ConnectedData #DigitalTransformation

In today's rapidly evolving technological landscape, ensuring data security is more critical than ever, and financial firms must step up to protect their clients' information. Don Henderson, CTO of BetaNXT, emphasizes the importance of robust data governance and proactive security measures in this feature from Financial Advisor Magazine. "Data security isn’t just a technical issue—it’s a cornerstone of client trust. As adoption of AI adoption accelerates, firms must proactively implement solutions that prioritize security, compliance, and transparency," he notes. Financial institutions need to build robust data governance into their frameworks, fortify data environments amid regulatory uncertainty, and future-proof operations by prioritizing security and compliance. Read more here: https://hubs.la/Q03fw_Y80 #ConnectedWealth #DataSecurity #FinancialServices #ClientTrust #Compliance #Technology

Explore how BetaNXT is transforming advisor-client relationships with its advanced automation and communication tools. Chris Nobles, Division Executive for Mediant at BetaNXT, discusses the increasing investor demand for prompt and tailored advisor communications in the video below.