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.
Top 5 Takeaways from SIFMA Ops 2024: Designing the Future of Connected Data
SIFMA Ops was a highlight of my year. The conference waspacked with interesting people, ideas, and insights into what’s ahead for our...
Ops 2024: Point to Point – Designing the Future of Connected Data
Data modernization isn’t just the latest trend; it’s a critical and competitive element of success for wealth enterprises....
One Company's Mission To Power "Connected Wealth"
BetaNXT CEO Robert Santella discusses how wealth management enterprises can harness the power of connected wealth and connected data.
Empowering Advisors: How Connected Wealth Can Revolutionize Wealth Management
2024 has been, and will continue to be, the year of the advisor. Over the past decade, wealth management organizations have...