We’re excited to be a part of #SIFMAOps25 as Presidential Sponsor – and we’re looking forward to meeting clients, colleagues, and friends in Orlando. Hope to see you there! https://hubs.la/Q03cqS3B0 #SIFMAOps #Fintech #ConnectedWealth #ConnectedData
关于我们
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
- 网站
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https://www.betanxt.com
BetaNXT的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2022
- 领域
- Frictionless Wealth Infrastructure、Self-Clearing Securities Processing Solutions、Wealth Management Technology、Wealth Management Outsourcing Solutions和Investor Communications Solutions
地点
BetaNXT员工
动态
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Next up: BetaNXT is proud to sponsor FIMA Events, the leading data management conference, being held in Boston on April 7-8. Be sure to catch Jonathan Reeve and Tom Hansen during their panel - Let Your Data Architecture Do the Heavy Lifting: Embedding Governance and Workflow Automation into Your Data Platform. Use the code below for a discounted ticket. We hope to see you there! https://hubs.ly/Q03c6KYp0 #ConnectedData #FIMA2025
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Thank you, Craig Iskowitz for including us in your roundup of top #wealthtech AI tools that are helping improve the #advisor experience. Our team, led by Sam Markey, Chris Nobles, and Jonathan Reeve, delivered an engaging overview of how BetaNXT is using data, AI, and automation to deliver next-gen solutions to advisors and the firms that serve them to achieve value-driven outcomes to their clients.
Leader in #Wealthtech Strategy | Helping #WealthManagement firms drive tech value | #DataStrategy | EzraGroup.com
T3 Conference: The Great AI Awakening: 7 WealthTech Tools Making Human Advisors More Valuable Just back from the Technology Tools for Today (T3) Conference in Dallas where the wealth management industry has clearly reached an AI inflection point. While previous years were filled with vague AI promises, 2025 showed genuine applications that solve real advisor pain points: ?? Microsoft Graph Neural Network connects relationships between data points across Microsoft 365, enabling AI agents to provide contextual insights directly in advisors' workflow. ??? Google's Notebook LM allows uploading various content types and interacting through queries, summaries, and AI-generated podcasts - turning research overload into actionable insights. ?? BetaNXT demonstrated how their AI analyzes historical cost basis data to identify clients showing behaviors suggesting they might leave within 30-60-90 days. ?? FP Alpha's Next Gen Tax Insights leverages AI to generate comprehensive tax planning strategies from uploaded returns in seconds, with curated oversight from accountants and CFPs. ?? Zeplyn AI Support Assistant creates personalized meeting agendas and automatically tracks compliance requirements based on previous client conversations. ?? RBC revealed how they've successfully implemented AI client retention tools while maintaining stringent data privacy by developing proprietary solutions rather than relying on public models. The common thread? AI has moved beyond efficiency to strategic transformation. As Orion's Reed Colley noted, we've identified only about half the AI use cases that will become standard by 2026. The winners will be those who successfully combine AI capabilities with human elements of empathy and contextual understanding. What AI applications are you most excited about implementing? Are you seeing similar trends in your sector? #WealthManagement #FinancialAdvisors #ArtificialIntelligence #WealthTech #T3Conference #AI
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Looking to elevate your shareholder meetings? BetaNXT's Digital Shareholder Meeting (DSM) solution lets shareholders participate remotely with full access to view, vote, and ask questions. Our dedicated team will work with you to ensure your meeting runs flawlessly from start to finish. Connect with us to learn more! https://hubs.la/Q03bkgmS0 #ShareholderEngagement #DigitalMeetings
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Thank you, Rob Burgess, for including CastX in your "News to Know" from T3 Technology Tools for Today. We look forward to continuing to support #advisors in their ability to provide #realtime and #efficient corporate actions info to their clients. Read more about CastX here: https://lnkd.in/eRkeCKBb
This year’s 2025 T3 Technology Tools for Today Conference in Dallas offered plenty of insight and thought-provoking discussion onstage. Several companies, including Libretto, TaxStatus, Betterment Advisor Solutions, FP Alpha, Zeplyn, BetaNXT, Syntax Data and TradePMR also debuted product launches, collaborations, expansions and more that could be useful to advisors and their firms. What was the most interesting thing you saw at the conference? Were there any new vendors that stood out to you? #artificialintelligence #tech #wealthmanagement
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On the stage at T3 Technology Tools for Today this morning, Jonathan Reeve, Chris Nobles, and Sam Markey asked the audience to imagine what their data could do. They shared how BetaNXT’s DataXChange platform is powering next-gen solutions that could transform the advisor experience with a focus on automation, personalization, and actionable intelligence. We want to hear your thoughts: Where could data-driven innovation help you most? Tell us in the comments and help us shape the future of connected wealth. #ConnectedWealth #ConnectedData #T32025
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Yesterday, BetaNXT announced the launch of CastX, our innovative solution designed to revolutionize the management of corporate actions. CastX automates the entire corporate actions lifecycle, minimizing errors while improving transparency and efficiency. Learn more about CastX and other innovative solutions from BetaNXT in our panel at T3 Technology Tools for Today “Can Your Data Do That?” Chris Nobles will partner with Jonathan Reeve and Sam Markey to discuss the latest innovations in data solutions. Join us today at 9:30 a.m. in Landmark Ballroom A/B for a great conversation! Join us in this new era of financial engagement - to learn more about CastX, visit https://hubs.la/Q039wSHB0 #ConnectedWealth #CastX #CorporateActions #Innovation #T32025
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The BetaNXT team is ready to chat in the Exhibit Hall at #T32025! Stop by Booth #709 and talk to us about CastX, our new end-to-end solution for automating corporate actions, and the other ways we are supporting advisors through the power of connected wealth. https://hubs.la/Q039yb_b0 #ConnectedWealth #ConnectedData #Innovation #CorporateActions
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Today, BetaNXT announced the launch of CastX, our innovative solution designed to revolutionize the management of corporate actions. With CastX, we are empowering investors and advisors with data-driven insights, automating and streamlining the entire corporate actions lifecycle. CastX automates end-to-end corporate actions management—reducing risks and errors while improving efficiency. CastX delivers accurate data from various sources for better decision-making. Firms can adopt the full suite or select modules to suit their specific needs, ensuring a tailored solution. To learn more about the transformative benefits of CastX, visit https://hubs.la/Q039qgj20 #ConnectedWealth #CastX #CorporateActions #Innovation #T32025
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Turbo-charge your innovation pipeline with BetaNXT's DataXChange platform. DataXChange creates a secure environment where your data is ready to power whatever experiences and applications you want to create. “This secure, partner-agnostic ecosystem makes it easy to collaborate internally and externally, speeding up innovation efforts and new product releases,” noted Jonathan Reeve, Head of Product Strategy and Development at BetaNXT. Powered by Snowflake, DataXChange allows you to harness the platform as an incubator for innovation from your own teams, the BetaNXT network, and an ever-growing universe of partners. Join us in embracing a secure, nimble, and customizable data foundation that drives the future of connected wealth. Learn more here: https://hubs.la/Q036t0Kg0 #ConnectedWealth #Connected Data #WealthManagement #DataXChange #Innovation
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