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Our Businesses

Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

Beta
Maxit
Mediant

Our Capabilities

We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

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Who is BetaNXT?

We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive solution.

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Client Access

Current clients can access support systems and request assistance with enhancements and upgrades.

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Our Resources

Solutions Overviews, Press Package, Process Guides...you will find them all here.

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About Us

We are the future of connected wealth.

 

BetaNXT is a provider of frictionless wealth management enterprise solutions, supported by decades of experience and powered by real-time data capabilities. Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

Leading the way has been our mission from the start.

Our Vision

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,
Chairman and Chief Executive Officer

Stephen C. Daffron

Our Promise

Working with financial organizations to manage the world’s wealth, our clients are the source of our inspiration as we navigate macro trends and market forces to:

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Deliver critical business functions to manage workflow, reports, APIs, standard operating procedures, audit evidence, disaster recovery, business continuity, tax reporting, and more.

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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.

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Connect the broader ecosystem, including utilities and exchanges, to offer an easy-to-integrate, adaptable, frictionless, and intuitive digital experience.

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Streamline administration and operations to deliver a cost effective platform without compromising quality.

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Transform wealth management technology and solutions to enhance the lives of people around the world.

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Deliver critical business functions to manage workflow, reports, APIs, standard operating procedures, audit evidence, disaster recovery, business continuity, tax reporting, and more.
bulb-icon
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.
bulb-icon
Connect the broader ecosystem, including utilities and exchanges, to offer an easy-to-integrate, adaptable, frictionless, and intuitive digital experience.
bulb-icon
Streamline administration and operations to deliver a cost effective platform without compromising quality.
bulb-icon
Transform wealth management technology and solutions to enhance the lives of people around the world.

This promise is our focus so our clients can offer an unparalleled experience to the advisors and investors they serve.

Our Leaders

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Stephen C. Daffron
Chairman and Chief Executive Office
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Laura Barger

Laura Barger
Head of Marketing and Communications
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Don Henderson

Don Henderson
Chief Technology Officer
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Peter Horowitz

Peter Horowitz
Head of Corporate Development
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Chris Nobles

Chris Nobles
Chief Technology Officer, Mediant
Caroline O'Connell

Caroline O'Connell

Caroline O'Connell
Chief Administrative Officer
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Jonathan Reeve

Jonathan Reeve
Head of Product Strategy and Development, Beta
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Tim Rutka

Tim Rutka
President, Beta
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Thomas Ryan

Thomas Ryan
Chief Legal Officer
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Peter Smith

Peter Smith
Chief Financial Officer
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Meghan Tamasco

Meghan Tamasco
Head of Business Enablement
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Lisa Warren

Lisa Warren
Chief Customer Officer, Mediant

Our History

2020

Maxit Acquisition

Delivering the industry’s only end-to-end, fully integrated tax solution allows BetaNXT to reduce tax reporting burden and advance our client’s focus on core business activity.

2021

Beta Acquisition

Building on its 40-year history as an industry innovator, Motive Partners purchases Beta from the London Stock Exchange Group and Refinitiv as a strategic digital foundation for the next level of transformation.

2022

BetaNXT Launch

Powering the next generation of wealth management technology and outsourcing solutions, Motive Partners introduces BetaNXT and invests in the platform, products and partnerships to accelerate customer growth.

2023

Mediant Acquisition

Adding Mediant’s investor communications technology solutions to BetaNXT positions our clients to strengthen relationships and maximize opportunities for growth.

Insights

Wealth Management and Big Data

Today, we are witnessing substantial shifts in how financial services information is vetted and...

How Wealth Managers Can Optimize Tax Management All Year Long

Michael Pass is President of Maxit, a BetaNXT business, which provides data, technology and insight...

How to Improve the Advisor and Client Experience in 2024 — and Beyond

“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management....