Wealth Management and Big Data
Today, we are witnessing substantial shifts in how financial services information is vetted and...
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.
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
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:
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.
This promise is our focus so our clients can offer an unparalleled experience to the advisors and investors they serve.
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.
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.
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.
Adding Mediant’s investor communications technology solutions to BetaNXT positions our clients to strengthen relationships and maximize opportunities for growth.
February 2, 2024 / 3 min read
Michael Pass is President of Maxit, a BetaNXT business, which provides data, technology and insight...
January 3, 2024 / 3 min read
“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management....