BetaNXT Acquires Delta Data, Provider of Streamlined Investment Fund Solutions for Distributors, Asset Managers and Transfer Agents
Acquisition Strengthens BetaNXT’s Ability to Further Simplify Complex Investment Fund Operations...
March 3-6, 2025
BetaNXT at T3
Supporting advisors through the power of connected wealth.
T3 brings together the tech, solutions, and insights that financial advisors and enterprises need to compete as the transformative effects of digital-first communications, workflow automation, virtual teams, and artificial intelligence become ubiquitous. T3 is the premier event for operations and technology leaders from across the financial industry. BetaNXT is excited to be a part of it as a Presidential Sponsor – and we’re looking forward to meeting clients, colleagues, and friends in Dallas.
Modernizing Corporate Actions Processing
The white paper examines the problems with today’s corporate actions lifecycle, who is most affected, and their challenges. It explores the drivers for change and advancements in systems connectivity that herald genuine, end-to-end automation of corporate actions processing.
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BetaNXT Launches BetaNXT CastX
This press release outlines how BetaNXT's CastX revolutionizes and streamlines end-to-end management of corporate actions with automated, data-driven insights for advisors and investors, enhancing financial engagement and operational efficiency.
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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.
Introducing My Quarterly Industry Roundup
Welcome to the first installation of the BetaNXT CEO Bulletin, a quarterly dispatch covering the topics, trends and news we’re...
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...
Preparing for the Paradigm Shift in Data Management
In 2025, the industry will advance toward a foundation based on trusted, connected data.
Data can offer wealth management...