BetaNXT and Pave Finance Partner on Portfolio Software
Advisors can now use automated tools to tailor portfolios to your tax and risk needs.
Updated on Oct. 28, 2026 in Investing
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Wealth management platform BetaNXT has partnered with Pave Finance to integrate portfolio construction and optimization software into its service suite. This integration allows financial advisors to create and manage client portfolios tailored to specific risk and tax parameters.
Why it matters
The partnership is designed to give advisors better tools for building personalized accounts at scale. By using Pave software, advisors can align investment portfolios with a client's unique financial goals and tax considerations more efficiently.
Pave Finance secured over $15 million in a Series A funding round in September 2026, while BetaNXT operates under a $1.1 billion valuation established during its 2022 acquisition. These capital figures reflect the scale of the firms involved in this new software integration.
The players
BetaNXT
A wealth management technology firm that provides software and data platforms to financial advisors.
Pave Finance
A financial technology company that provides software for portfolio construction and optimization.
The details
The integration embeds Pave's technology into the existing BetaNXT suite to automate aspects of portfolio construction. Advisors can now process client goals, risk tolerances, and tax requirements to generate model portfolios. This move builds on BetaNXT's previous platform launches, including DataXChange in February 2025 and its AI Innovation Lab in April 2026.
Timeline
Early 2022: BetaNXT was formed through a $1.1 billion acquisition by Clearlake Capital and Motive Partners.
February 2025: BetaNXT rolled out its DataXChange platform.
April 2026: BetaNXT launched InsightX and an AI Innovation Lab.
September 2026: Pave Finance raised over $15 million in Series A funding.
October 28, 2026: BetaNXT announced the partnership at the Impact Conference.
Money Landscape
This partnership follows the 2025 rollout of the DataXChange platform, marking a continued expansion of BetaNXT's wealth management tech stack. It reflects a broader trend in financial services toward automating and personalizing portfolio management.
If you work with an advisor who uses BetaNXT, you may see increased precision in how your accounts are tailored to your specific tax and risk needs. You should ask your advisor whether their firm uses these automated tools to help manage your portfolio goals.
The takeaway
Advisory firms are increasingly relying on specialized software to automate client account management. When reviewing your annual account statements, ask your advisor how they balance technology-driven portfolio construction with your personal financial objectives.
Further reading
For more on building a diversified approach to your accounts, see our guide to Investing.
Source note: This article includes information reported by WealthManagement.
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