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BetaNXT Expands Investment in AI-Driven Product Innovation

On November 24, 2025, BetaNXT revealed a substantial increase in its investment toward artificial intelligence (AI) aimed at bolstering its product innovation initiatives. This strategic expansion builds on the prior successes of BetaNXT’s AI solutions and the recently launched DataXChange platform, reflecting a commitment to evolve wealth management through technological advancements.

BetaNXT stands as a premier provider of wealth management technology solutions known for its real-time data capabilities and improved advisor experiences. Through the application of advanced AI technologies, the company has successfully transformed the processing of complex regulatory and investor-facing documents. These materials, which include proxy statements, fund reports, and corporate action communications, now benefit from AI models that streamline their processing, extracting, classifying, normalizing, and validating important information at an unprecedented scale. This endeavor significantly minimizes the need for manual review, streamlines workflows, and ensures that advisors and investors receive accurate information promptly.

"Our mission at BetaNXT is to support our clients in accelerating their modernization and innovation journeys," stated Don Henderson, Chief Technology Officer of BetaNXT. The firm sees itself as an essential partner to numerous leading asset and wealth management firms, advancing industry AI adoption through strategic applications that provide substantial impact and improved efficiency.

The new AI-driven initiatives will target various use cases throughout the wealth management lifecycle, providing benefits for operations teams, advisors, and investors alike. BetaNXT has outlined four primary focus areas for its innovation efforts:

1. Data Aggregation: By leveraging AI technologies, BetaNXT aims to enhance the ingestion and processing of complex data, thereby eliminating legacy problems stemming from disparate data sources and manual errors. This initiative is expected to create more accurate, timely, and personalized experiences for clients.

2. Workflow Automation: The focus on automating routine and labor-intensive tasks seeks to release valuable time for both clients and BetaNXT’s internal teams. By drastically speeding up processes such as code analysis and document synthesis, users will have the opportunity to dedicate their time to higher-value activities.

3. Business Intelligence: The addition of AI-powered insights to the DataXChange platform will empower clients to measure performance more effectively, optimize operations, and discover new opportunities quickly. A user-friendly, natural-language interface is also in the pipeline, aiming to democratize data access regardless of users' technical expertise.

4. Predictive Analytics: Utilizing advanced forecasting models, BetaNXT plans to identify key patterns and predict future outcomes. One of the initial use cases focuses on helping firms anticipate and mitigate advisor attrition risk, thus enhancing retention strategies in a competitive talent landscape.

Chris Nobles, Division Executive for Mediant, a BetaNXT business, emphasized the concept of artificial intelligence as "augmented intelligence," emphasizing the role of technology in facilitating human users in achieving their objectives more effectively. He noted that by embedding AI into their solutions ecosystem, BetaNXT is unlocking new potentials that can transform information flow and enhance decision-making processes across the wealth management sector.

Looking ahead, BetaNXT plans to include these new AI-enhanced capabilities in its product suite over the next twelve months, complementing the AI-enabled initiatives already in progress. For those interested in learning more about the advances and offerings by BetaNXT, the company invites visits to its website at www.betanxt.com for further information.

About BetaNXT

BetaNXT is a forward-thinking leader committed to redefining the future of connected wealth. Through their innovative platforms, products, and partnerships, BetaNXT accelerates growth by providing frictionless wealth management solutions paired with real-time data and enhanced user experiences. By employing a software, data, and operations-as-a-service approach, the company equips its clients with the flexibility and connectivity necessary to evolve with changing needs, ultimately reducing costs and improving productivity in the wealth management landscape.

Together with its clients, BetaNXT is dedicated to transforming platforms into significant competitive advantages that foster growth at the enterprise level.