BetaNXT Names WealthTech Veteran Robert Santella as CEO in Planned Transition
Stephen C. Daffron, will Remain Engaged with BetaNXT as Executive Chairman, Effective July 1, 2024
Our Capabilities
We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.
DataXChange
Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.
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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SIFMA Ops is the premier event for operations and technology leaders from across the financial industry. We’re excited to be a part of it as a Presidential Sponsor – and we’re looking forward to meeting clients, colleagues, and friends in San Diego.
Stop by Booth #205 to meet the team and get connected.
SIFMA Ops is the premier event for operations and technology leaders from across the financial industry. We’re excited to be a part of it as a Presidential Sponsor – and we’re looking forward to meeting clients, colleagues, and friends in San Diego. Stop by booth #205 to meet the team and get connected.
Through our businesses — Beta, Maxit, and Mediant — we provide a comprehensive, end-to-end advisor and investor experience.
Our advisor and investor portals, order management and trading tools, and third-party provider integrations are bolstered by real-time data, providing seamless connections between solutions.
We deliver four components, either as a holistic unit or individually as standalone offerings: cost basis reporting, tax information reporting, tax optimization, and managed services.
We modernize the flow of vital information between advisors and investors so they can reach out and provide guidance to strengthen client relationships.
Introducing our cloud-based, real-time data management platform. DataXChange simplifies the exchange of data for wealth management firms and their partners — bringing internal and external inputs together to deliver transformative benefits.
New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability, Automation, and Customization of Experience
Stephen C. Daffron, will Remain Engaged with BetaNXT as Executive Chairman, Effective July 1, 2024
Enhanced Digital-First Secure Ecosystem Utilizes Streamlined, Interconnected Data to Resolve...
October 2, 2024 / 4 min read
SIFMA Ops was a highlight of my year. The conference waspacked with interesting people, ideas, and insights into what’s ahead for our...
September 27, 2024 / 18 min read
Data modernization isn’t just the latest trend; it’s a critical and competitive element of success for wealth enterprises....
September 13, 2024 / 3 min read
BetaNXT CEO Robert Santella discusses how wealth management enterprises can harness the power of connected wealth and connected data.
August 15, 2024 / 2 min read
2024 has been, and will continue to be, the year of the advisor. Over the past decade, wealth management organizations have...
Stay connected with BetaNXT during SIFMA Ops 2024 and after!