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Morgan Stanley and BetaNXT have entered a deal to refinance private debt, though the article is cut off mid-content with a bot detection notice.

bloomberg.com

BetaNXT, a wealth management technology provider, has won the 2025 FTF News Technology Innovation Award for its CastX solution, which automates corporate actions for financial advisors. The award recognizes BetaNXT's real-time data platform, DataXChange, which streamlines operations and enhances advisor productivity. The event will be celebrated at a gala in New York on June 17, 2025.

prnewswire.com

BetaNXT, a provider of wealth management technology, published a survey on data modernization in financial services. The study highlights that 94% of firms have initiated data modernization efforts, with competing priorities between legacy system upgrades and AI adoption. Key challenges include security and governance, with only 39% prioritizing data security. The survey emphasizes the need for internal leadership and external partners to succeed in modernization.

prnewswire.com

news - Apr 16, 2025 - 14:02

Top 10: Wealthtech Companies

This article highlights the top 10 wealthtech companies that are transforming wealth management, investment advisory, and financial planning services through innovative technology. The companies leverage AI and automation to democratize access to sophisticated tools previously only available to high-net-worth individuals. The list includes established firms like Avaloq, Envestnet, and FNZ Group, alongside newer entrants like BetaNXT and Robinhood.

fintechmagazine.com

BetaNXT, a leading provider of wealth management technology solutions, has launched BetaNXT ReservePro to help financial services firms comply with the Securities and Exchange Commission's (SEC) updates to the SEA Rule 15c3-3, which requires broker-dealers to transition from weekly to daily calculations of fund reserves for customer protection. The new solution streamlines the process and reduces compliance risk.

prnewswire.com

    Description

    BetaNXT offers wealth management solutions and technology-enabled services aimed at improving operational efficiency and compliance for financial institutions. The company self-describes as providing an integrated approach for clients to deliver a comprehensive advisor and investor experience.