A powerful platform for data-driven collaboration
DataXChange simplifies the exchange of data for wealth management firms and their partners, bringing internal and external inputs together to deliver transformative benefits.

A flexible and future-proof wealth experience
Whether you need cloud-based data delivery or want to transform your innovation engine, DataXChange offers the flexibility to customize your experience and scale easily in the future.

Commingling at the core
On our data-agnostic platform, blending proprietary and third-party data is no longer a hassle — our open framework easily ingests new datasets and integrates new partners.

Anytime access
With a common data language and real-time availability, your data is always there and ready for you: you decide what you want to call, how, and when.

Intelligent automation
DataXChange will help you instantly eliminate time-wasting processes and redundancy, with a common golden source of data and automation of custom views.

An engine for innovation
Within the secure environment of DataXChange, your data is ready to power whatever experiences and applications you want to create.