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Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.


Our Capabilities

We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

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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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BetaNXT in the News

BetaNXT recognized as a Top 25 WealthTech Company for 2024

July 11, 2024

BetaNXT was acknowledged for addressing integration challenges, enhancing advisor productivity, and reducing enterprise costs.

BetaNXT Names WealthTech Veteran Robert Santella as CEO in Planned Transition

May 29, 2024

Stephen C. Daffron, will Remain Engaged with BetaNXT as Executive Chairman, Effective July 1, 2024

BetaNXT Introduces Revolutionary MIC Platform for Centralizing and Optimizing Investor and Advisor Communications

April 4, 2024

Enhanced Digital-First Secure Ecosystem Utilizes Streamlined, Interconnected Data to Resolve Challenges for Brokers that Historically Relied on...

Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI

December 13, 2023

Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution...

Proxymity launches Vote Connect in the North American market, bringing a breakthrough in digital proxy voting

September 14, 2023

Vote Connect brings new choice and freedom to intermediaries for their North American proxy voting requirements and introduces new levels of...

Peter Horowitz Joins BetaNXT as Head of Corporate Development

August 15, 2023

Industry Veteran is Responsible for Evaluating and Executing Global Strategic Initiatives Across the BetaNXT Organization

Agenda: Sherry Moreland on the Pros and Cons of Mobile Proxy Voting

August 8, 2023

This article originally appeared in Agenda (login required) on August 4, 2023.

BetaNXT Appoints Sherry Moreland President of Mediant Communications

June 28, 2023

New York, NY—(PR Newswire)—BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor...

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

May 17, 2023

Investor Communications Technology Improves the Advisor and Investor Experience

BetaNXT Introduces Operations as a Service (OPaaS) Solution for Wealth Management Firms at SIFMA Ops

May 16, 2023

Stephen C. Daffron Discusses Data Science and Management, Operational Challenges Confronting Wealth Firms in Fireside Chat

Agenda: Sherry Moreland on Young Retail Investors Showing Muscle on AGM Votes

April 12, 2023

This article originally appeared in Agenda (login required) on April 10, 2023. In a recent article in Agenda, a subsidiary of the Financial Times,...

BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications

March 1, 2023

Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions.

| January 3, 2024

“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management. The pace of change in our industry has been remarkable and continues to accelerate. We are at the apex of a steepening demand curve driven by a new generation of investors who require easy access to near real-time information delivered with context and substance. 


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