BetaNXT at SIFMA Ops 2023
The Future of Connected Wealth. BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions.
As a proud sponsor of SIFMA Ops 2023, BetaNXT values the connections we make across the industry while working together to advance important initiatives.
We look forward to insightful discussions throughout the conference. Join us at Booth #101 for lively conversations about how BetaNXT can help power your wealth management solutions.
Learn About Our Businesses
Beta
BetaNXT’s platform technology offering, Beta provides core information powering workflow applications, managed data for various integrated processes, and order management tools supporting essential trading activities.
Maxit
The industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements.
Mediant
New to BetaNXT, Mediant provides investor communications and proxy solutions to our end-to-end wealth solutions software platform. Our innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.
Onstage at SIFMA
Tuesday, May 16, 10:50-11:20 a.m.
Know Better, Do Better
Main Stage Keynote – CEO Stephen Daffron in a fireside chat with SIFMA’s Tom Price
Stephen C. Daffron serves as the Chairman and Chief Executive Officer of BetaNXT, a Motive Partners portfolio company, where he is also a member of the Board of Directors. In this role, he leads the company’s transformation and growth strategy.
Read Full Biography
Tuesday, May 16, 10:50-11:20 a.m.
Know Better, Do Better
Main Stage Keynote – CEO Stephen Daffron in a fireside chat with SIFMA’s Tom Price
Stephen C. Daffron serves as the Chairman and Chief Executive Officer of BetaNXT, a Motive Partners portfolio company, where he is also a member of the Board of Directors. In this role, he leads the company’s transformation and growth strategy.
Read Full Biography
Tuesday, May 16, 3:30-4:30 p.m.
T+1 – Ready, Set, Go?
Breakout Session – Will Leahey, BetaNXT Head of Regulatory Compliance, discusses T+1 and what the future holds
An industry advocate and regulatory expert, Will oversees the regulated services BetaNXT provides its clients, including compliance with financial operations and non-financial regulatory reporting rules.
Read Full Biography
Tuesday, May 16, 3:30-4:30 p.m.
T+1 – Ready, Set, Go?
Breakout Session – Will Leahey, BetaNXT Head of Regulatory Compliance, discusses T+1 and what the future holds
An industry advocate and regulatory expert, Will oversees the regulated services BetaNXT provides its clients, including compliance with financial operations and non-financial regulatory reporting rules.
Read Full Biography
Learn More
Not coming to SIFMA Ops? Contact us and start a discussion on how BetaNXT’s front-, middle-, and back-office solutions harmonize the latest technology and data science to create the wealth management experience of tomorrow.
Contact Us in Other Ways
Be part of the family. Visit our Careers Center to learn about BetaNXT and take a look at our open positions.
By Email
[email protected]
By Phone
(888) 949-9957
By Mail
BetaNXT Attn: Media Relations
55 Broadway, 8th Floor
New York, NY 10006
