The Evolution of Shareholder Communications
Russ Alan Prince of Financial Advisor Magazine and Sherry Moreland from BetaNXT discuss the...
For a generation, the advancing sophistication of wealth management firms, advisors, and the clients they serve has relentlessly pushed financial services technology and solutions providers to do more.
Today, business paradigms are evolving with unprecedented speed. To succeed in this new normal, leading firms are seeking an end-to-end, holistic wealth management experience. It’s a remarkably simple objective, with profound implications for the future.
And it’s exactly what we are built for.
– Stephen C. Daffron, Executive Chairman
Deliver critical business functions to manage workflow, reports, APIs, standard operating procedures, audit evidence, disaster recovery, business continuity, tax reporting, and more.
Anticipate and eliminate challenges in the investment life cycle, supporting scale and delivering the “rule of 72,” offering nine core functionalities – including an order management system – across all asset classes.
Connect the broader ecosystem, including utilities and exchanges, to offer an easy-to-integrate, adaptable, frictionless, and intuitive digital experience.
Streamline administration and operations to deliver a cost effective platform without compromising quality.
Transform wealth management technology and solutions to enhance the lives of people around the world.
Deliver critical business functions to manage workflow, reports, APIs, standard operating procedures, audit evidence, disaster recovery, business continuity, tax reporting, and more.
Anticipate and eliminate challenges in the investment life cycle, supporting scale and delivering the “rule of 72,” offering nine core functionalities – including an order management system – across all asset classes.
Connect the broader ecosystem, including utilities and exchanges, to offer an easy-to-integrate, adaptable, frictionless, and intuitive digital experience.
Streamline administration and operations to deliver a cost effective platform without compromising quality.
Transform wealth management technology and solutions to enhance the lives of people around the world.
2025: The Ongoing Push Toward Data-Ready Content for End Users
As another year draws to a close, the FinTech industry is undertaking its healthy annual review of...
BetaNXT’s CEO on Most Impactful Tech and 2025 Trends
Bob Santella and Wealth Solutions Report discuss technologies impacting the industry, wealthtech in...