Overview

Powering the Future of Connected Wealth

BetaNXT powers the future of connected wealth management infrastructure solutions, leveraging real-time data capabilities to enhance the wealth advisor experience. Combining industry expertise with the power of our proven businesses, we are focused on solving our customers’ most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. Our comprehensive approach reduces enterprise cost, streamlines operations processes, increases advisor productivity, and enhances the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable enterprise scale and stimulate commercial growth. 

Powering the Future of Connected Wealth

BetaNXT powers the future of connected wealth management infrastructure solutions, leveraging real-time data capabilities to enhance the wealth advisor experience. Combining industry expertise with the power of our proven businesses, we are focused on solving our customers’ most demanding integration challenges with flexible, efficient, connected solutions that anticipate their changing needs. Our comprehensive approach reduces enterprise cost, streamlines operations processes, increases advisor productivity, and enhances the investor experience. Together with BetaNXT, wealth management firms are transforming their platforms into differentiating assets that enable enterprise scale and stimulate commercial growth. 

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Products

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DataXChange

Fast-track your transformation and innovation with BetaNXT DataXChange. Our cloud-bas...

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Pre-Trade and Tradin...

Helping advisors provide tailored investment advice and execute trades to meet client...

Contacts

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Becky Lenz

BetaNXT

Senior Product Manager

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Allison Hendren

BetaNXT

Coordinator, Field Marketing and Client Experience

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Amanda Barth

BetaNXT

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Andi Costa

BetaNXT

Regional Manager

Locations

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New York Location

55 Broadway, Floor 8, New York, NY 10006-3008, USA

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Brookfield

350 N Sunny Slope Rd, Brookfield, WI 53005-4846, USA

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Brookfield

350 N Sunny Slope Rd, Brookfield, WI 53005-4846, USA

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Cary

400 Regency Forest Drive, Cary, NC 27518-7702, USA