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
September 15-18, 2024
BetaNXT at SIFMA Ops 2024
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.
Connected Wealth
Through our businesses — Beta, Maxit, and Mediant — we provide a comprehensive, end-to-end advisor and investor experience.
Securities Processing
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.
Cost Basis & Tax Reporting
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.
Investor Communications
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.
From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella
Our CEO Bob Santella speaks with Craig Iskowitz on the WealthTech Today podcast about the most impactful industry trends of 2024...
The Blueprint for Tomorrow’s Investors With Bob Santella
Our CEO Bob Santella speaks with Julia Smollen at Advisorpedia about revolutionizing wealth management with cutting-edge data...
3 Ways Connected Data Improves Corporate Action Election Processes
The operational challenge of managing mandatory and voluntary corporate action (CA) events is complicating life for brokers as their...