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AI in finance is quietly going mainstream. This week’s AI & Finance column tracks moves from Vestmark, BetaNXT, Finastra, Majesco, RGP, and Options Technology—evidence that core providers, not just Big Tech, are driving adoption. #AI #Fintech
https://dwealth.news/?p=36505
May 8, 2026 at 8:02 PM
dwnnews.bsky.social
AI in finance isn’t slowing down. This week’s column tracks fresh sector moves from @Visa, Upstart, Advisor360, BetaNXT, Webull, GReminders and more—worth watching if fintech is on your radar. #AI #FinTech dwealth.news?p=37712
AI & Finance™ | News for the Week Ending 7/24/26 - Dwealth.news
This week's AI & Finance column covers AI sector news from Visa, Upstart, Advisor360, BetaNXT, Webull, GReminders & more
dwealth.news
July 23, 2026 at 9:31 AM
dwnnews.bsky.social
AI in finance isn’t slowing down. This week’s column tracks sector moves from @Visa, @Upstart, Advisor360, BetaNXT, Webull and GReminders—across payments, lending, wealthtech and more. #AI #FinTech dwealth.news?p=37654
AI & Finance™ | News for the Week Ending 7/17/26 - Dwealth.news
This week's AI & Finance column covers AI sector news from Visa, Upstart, Advisor360, BetaNXT, Webull, GReminders & more
dwealth.news
July 18, 2026 at 1:32 PM
wealthmanagement1.bsky.social
WealthStack Roundup

Envestnet Partners With Vanguard on Tax-Efficient Investment Solutions +

BetaNXT partners with CAIS, GReminders launches forms extraction tool, RISR lands $16 billion wealth firm.
Wealthtech Roundup: Envestnet, Vanguard Pair Tax-Aware Investing
Envestnet and Vanguard are pairing tax management technology with the Advisor's Alpha framework to scale tax-aware investing
spr.ly
July 10, 2026 at 4:19 PM
newsen.bsky.social
BetaNXT Unveils Revolutionary MIC Issuer Portal for Enhanced Proxy Management#United_States#New_York#Wealth_Management#BetaNXT#MIC_Issuer_Portal
BetaNXT Unveils Revolutionary MIC Issuer Portal for Enhanced Proxy Management
BetaNXT has launched the MIC Issuer Portal to modernize how corporate issuers manage proxy engagement. This platform boosts efficiency and insight.
third-news.com
July 8, 2026 at 12:47 PM
newsen.bsky.social
BetaNXT and CAIS Join Forces to Enhance Alternative Investment Access for Advisors#USA#New_York#Alternative_Investments#BetaNXT#CAIS
BetaNXT and CAIS Join Forces to Enhance Alternative Investment Access for Advisors
This article discusses the strategic alliance between BetaNXT and CAIS, enhancing access to alternative investments for wealth management firms and financial advisors.
third-news.com
July 7, 2026 at 12:56 PM
wealthmanagement1.bsky.social
WealthStack Roundup

55ip and InvestCloud Expand Strategic Partnership +

BetaNXT partners with Tumelo and Prudential advisors have a new mobile application.
Wealthstack Roundup: 55ip and InvestCloud Expand Partnership
In other wealthtech news, BetaNXT partners with Tumelo and Prudential advisors have a new mobile application.
spr.ly
December 5, 2025 at 4:00 PM
longtail-news.bsky.social
Feed: "Finovate"
By: Julie Muhn (@julieschicktanz) on Tuesday, April 7, 2026
BetaNXT Wants to Move Wealth Management AI from Pilot to Production
BetaNXT has launched InsightX, an enterprise AI platform that embeds automation, analytics, and insights directly into wealth management workflows via API and integrated tools.
finovate.com
April 8, 2026 at 3:02 AM
longtail-news.bsky.social
Feed: "Students Circles"
By: Editor on Thursday, January 29, 2026
BetaNXT Careers 2026 | Associate, Software Engineering
Unlock Your Career With BetaNXT Off Campus Drive, BetaNXT Recruitment, BetaNXT Careers, BetaNXT Internship, BetaNXT Walkin Drive and More
studentscircles.com
January 29, 2026 at 3:13 PM
emergingtechnews.bsky.social
Acquisitions: #Acrisure > #HeartlandPayrollSolutions; #AMD > #Enosemi; #Amplix > #TheHastingsGroup; #BetaNXT > #DeltaData; #IXL > #MyTutor; #Littlejohn > #RailPros; #Ory > #BoxyHQ; #RocketLab > #Geost; #Wix.com > #HourOne; #WSO2 > #Moesif

Merger: #TravelNurseAcrossAmerica & #TotalMed
May 30, 2025 at 6:39 PM
newsen.bsky.social
BetaNXT and DeepSee Partner to Innovate Wealth Management Retention Strategies#USA#New_York#BetaNXT#DeepSee#RetainX
BetaNXT and DeepSee Partner to Innovate Wealth Management Retention Strategies
BetaNXT has partnered with DeepSee to launch RetainX, an AI-driven solution aimed at improving client and advisor retention in wealth management, leveraging predictive analytics.
third-news.com
June 15, 2026 at 12:36 PM
newsen.bsky.social
Robert Santella of BetaNXT Recognized as FinTech Business Leader at 2026 FTF Awards#United_States#New_York#BetaNXT#FTF_News#Santella
Robert Santella of BetaNXT Recognized as FinTech Business Leader at 2026 FTF Awards
Robert Santella, CEO of BetaNXT, received the esteemed FinTech Business Leader of the Year award at the 2026 FTF News Awards, celebrating his significant contributions to wealth management technology.
third-news.com
June 8, 2026 at 1:41 PM
newsen.bsky.social
Enhancing Investor Engagement: BetaNXT Teams Up with Vanguard for Innovative Voting Solution#USA#New_York#Vanguard#BetaNXT#Tumelo
Enhancing Investor Engagement: BetaNXT Teams Up with Vanguard for Innovative Voting Solution
BetaNXT has launched a new proxy voting solution in partnership with Tumelo, facilitating greater investor participation in Vanguard’s Investor Choice program.
third-news.com
April 29, 2026 at 12:47 PM
newsen.bsky.social
BetaNXT Introduces Val: Revolutionizing Wealth Management with AI-Driven Document Validation#USA#New_York#AI_Innovation#BetaNXT#Val
BetaNXT Introduces Val: Revolutionizing Wealth Management with AI-Driven Document Validation
BetaNXT unveils Val, an AI-powered platform for document validation set to enhance efficiency in wealth management processes and improve advisor-client interactions.
third-news.com
April 21, 2026 at 12:53 PM
newsen.bsky.social
BetaNXT Unveils InsightX AI Platform for Enhanced Wealth Management Accessibility#United_States#New_York#BetaNXT#AI_Innovation_Lab#InsightX
BetaNXT Unveils InsightX AI Platform for Enhanced Wealth Management Accessibility
BetaNXT has launched InsightX, a groundbreaking AI platform aimed at making AI-driven insights accessible to wealth management firms. This initiative enhances advisor experiences and operational efficiency.
third-news.com
April 7, 2026 at 1:57 PM
newsen.bsky.social
BetaNXT and Tumelo Join Forces to Simplify Shareholder Voting for Retail Investors#United_States#New_York#BetaNXT#Shareholder_Voting#Tumelo
BetaNXT and Tumelo Join Forces to Simplify Shareholder Voting for Retail Investors
The partnership between BetaNXT and Tumelo aims to enhance shareholder engagement by facilitating voting for millions of retail investors through advanced technology.
third-news.com
December 2, 2025 at 4:17 PM
newsen.bsky.social
BetaNXT Unveils New Investment Initiative in AI Product Development and Innovation#USA#New_York#Wealth_Management#AI_Innovation#BetaNXT
BetaNXT Unveils New Investment Initiative in AI Product Development and Innovation
BetaNXT has announced a significant investment in AI technology aimed at enhancing its product offerings for wealth management, seeking to revolutionize client experiences.
third-news.com
November 24, 2025 at 2:56 PM
newsen.bsky.social
BetaNXT Collaborates with Chicago Clearing Corporation for Enhanced Class Action Recovery Solutions#Class_Action#BetaNXT#Chicago_Clearing
BetaNXT Collaborates with Chicago Clearing Corporation for Enhanced Class Action Recovery Solutions
Discover how BetaNXT and Chicago Clearing Corporation are simplifying class action settlements for wealth managers and brokers, ensuring investors receive their due.
third-news.com
November 19, 2025 at 3:54 PM
newsen.bsky.social
BetaNXT Achieves Finalist Position in 2025 WealthManagement.com Awards for Technology Providers#United_States#New_York#WealthManagement#BetaNXT#DataXChange
BetaNXT Achieves Finalist Position in 2025 WealthManagement.com Awards for Technology Providers
BetaNXT has been recognized as a finalist for its DataXChange platform in the 2025 WealthManagement.com Industry Awards, enhancing wealth management technology.
third-news.com
June 25, 2025 at 2:06 PM
newsen.bsky.social
BetaNXT and Provable Markets Unveil Integrated Clearing Solution for Financial Services#United_States#New_York#BetaNXT#DTCC#Provable_Markets
BetaNXT and Provable Markets Unveil Integrated Clearing Solution for Financial Services
BetaNXT teams up with Provable Markets to launch an innovative clearing solution linked with the NSCC SFT service, enhancing efficiency in financial operations.
third-news.com
June 23, 2025 at 1:55 PM
newsen.bsky.social
BetaNXT Secures FTF News Award for Best Corporate Actions Service Provider with Innovative CastX Solution#United_States#New_York#BetaNXT#CastX#FTF_News
BetaNXT Secures FTF News Award for Best Corporate Actions Service Provider with Innovative CastX Solution
BetaNXT has been recognized as Best Corporate Actions Service Provider at the 2025 FTF News Technology Innovation Awards, showcasing their CastX solution, which transforms complex shareholder communications.
third-news.com
June 2, 2025 at 3:06 PM
newsen.bsky.social
BetaNXT Strengthens Investment Solutions Portfolio with Delta Data Acquisition#USA#New_York#Investment_Fund#BetaNXT#Delta_Data
BetaNXT Strengthens Investment Solutions Portfolio with Delta Data Acquisition
BetaNXT has announced its acquisition of Delta Data, enhancing its suite of investment fund solutions, aiming to streamline operations and reduce risks for financial institutions.
third-news.com
May 23, 2025 at 1:41 PM
newsen.bsky.social
Understanding Data Modernization: Insights from BetaNXT's Inaugural Survey on Financial Services Firms#United_States#New_York#Wealth_Management#BetaNXT#Data_Modernization
Understanding Data Modernization: Insights from BetaNXT's Inaugural Survey on Financial Services Firms
BetaNXT recently released a survey that explores the ongoing challenges and progress in data modernization within financial services firms, highlighting key findings and strategies.
third-news.com
May 6, 2025 at 1:18 PM
newsen.bsky.social
BetaNXT Introduces BetaNXT CastX to Transform Corporate Action Management for Investors and Advisors#USA#New_York#Financial_Technology#BetaNXT#CastX
BetaNXT Introduces BetaNXT CastX to Transform Corporate Action Management for Investors and Advisors
Explore how BetaNXT's latest tool, CastX, enhances the management of corporate actions. Streamlining processes for better investor and advisor experiences.
third-news.com
March 5, 2025 at 2:51 PM
newsen.bsky.social
BetaNXT Launches Enhanced DataXChange Platform to Revolutionize Wealth Management Services#USA#New_York#Snowflake#BetaNXT#DataXChange
BetaNXT Launches Enhanced DataXChange Platform to Revolutionize Wealth Management Services
BetaNXT's DataXChange platform is revolutionizing data management for wealth firms by offering customized, real-time solutions aimed at enhancing operational efficiency and client experience.
third-news.com
February 12, 2025 at 3:04 PM