BetaNXT, a leading provider of wealth management infrastructure technology, has acquired Delta Data, a Columbus, Georgia-based firm specializing in investment fund solutions for distributors, asset managers, and transfer agents. The move marks a strategic expansion of BetaNXT’s portfolio, reinforcing its commitment to modernizing data management and operational efficiency in the wealth management space.
Delta Data’s suite of software solutions is designed to automate and streamline complex processes across the mutual fund distribution ecosystem. By joining forces, the companies aim to deliver an integrated platform that supports the full lifecycle of mutual fund transactions—from data management to compliance and reconciliation.
“We are always enthusiastic about acquiring enterprises that improve the client experience,” said Bob Santella, CEO of BetaNXT. “Delta Data’s products, and commitment to simplifying investment fund processing and oversight through innovative technology that enables data connectivity, will enhance our ability to address pain points for a broader spectrum of clients in the asset and wealth management industry.”
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Delta Data brings decades of expertise and a client base that includes top-tier mutual fund companies, financial intermediaries, and service providers. Its technology is known for addressing challenges in account oversight, fee billing, revenue management, and intermediary data exchange.
“Joining forces with BetaNXT is the next logical step in our ongoing growth and expansion,” said Cameron Routh, CEO of Delta Data.”We believe that BetaNXT’s solutions, which power the Connected Wealth experience, will take our offerings for the mutual fund and pooled fund space to the next level, and allow the distributors, asset managers and transfer agents we work with to do more with their data than they ever imagined.”
The acquisition is expected to accelerate innovation in fund operations by enabling tighter integration between distribution and servicing workflows. It also underscores BetaNXT’s strategy of investing in next-generation infrastructure that drives smarter, faster decision-making across the financial services industry.
