The Future of Connected Wealth
BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions
Data analytics and data visualization are proving to be valuable tools in the wealth management business. BetaNXT CEO Stephen C. Daffron spoke with Connect Money about his views on growth opportunities and the use of AI, big data, and blockchain in the wealth management space.
In The News
In a collaboration that promises to revolutionize fund distribution, TIFIN AMP, the cutting-edge AI platform for Asset Management distribution, has announced a strategic partnership with BetaNXT, a leading provider of frictionless wealth management enterprise solutions, real-time data capabilities, and enhanced wealth advisor and investor experiences.
Built to anticipate and eliminate challenges in the investment lifecycle, Beta delivers a solution set that ensures our clients and the advisors and investors they serve never miss a growth opportunity. We provide core information powering workflow applications, managed data for various integrated processes, and order management tools supporting essential trading activities.
Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements.
Mediant provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers. Our innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.