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The Future of Connected Wealth

BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions

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Know Better. Do Better.

Industry veteran Stephen C. Daffron outlined how data science can continue to remove friction for financial professionals as they bring wealth management solutions to more investors. Filmed at SIFMA Ops 2023.

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Stephen C. Daffron headshot

BetaNXT In The News

In The News

| May 17, 2023

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

Investor Communications Technology Improves the Advisor and Investor Experience

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In The News

| May 16, 2023

BetaNXT Introduces Operations as a Service (OPaaS) Solution for Wealth Management Firms at SIFMA Ops

BetaNXT announced today at the SIFMA Operations Conference and Exhibition in Orlando the introduction of its Operations as a Service (OPaaS) solution, an outsourcing solution designed to streamline middle and back-office operations, allowing firms to reduce costs, realize new revenue streams, reduce complexity, and better manage risk.

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Our Businesses

Beta

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.

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Maxit

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.

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Mediant

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.

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BetaNXT ignites careers around the globe.

Explore job openings and opportunities to join our team

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