BetaNXT Introduces Operations as a Service (OPaaS) Solution for Wealth Management Firms at SIFMA Ops
Stephen C. Daffron Discusses Data Science and Management, Operational Challenges Confronting Wealth Firms in Fireside Chat
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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.
Leadership TeamEngage With Us
May 16, 2023
Stephen C. Daffron Discusses Data Science and Management, Operational Challenges Confronting Wealth Firms in Fireside Chat
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,...
March 1, 2023
Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions.
February 13, 2023
Appointment Enhances Leadership Team and Signals a Continued Focus on Operational Excellence
November 22, 2022
BetaNXT partners with Envision Financial Systems, a provider of real-time investor recordkeeping solutions
November 21, 2022
Enables turnkey accounting services for broker-dealers and TAMPs
September 13, 2022
A seasoned sales and marketing veteran, Mr. Ciavarella will report directly to BetaNXT Chairman and Chief Executive Officer Stephen C. Daffron
September 8, 2022
In his role, Tom will be responsible for developing and leading the future-state legal and governance function for BetaNXT.
January 26, 2022
As Brokers Continue Eliminating Discretionary Voting Practices, Mediant Introduces Mediant Engage™ Suite Enabling Issuers to Meet Quorum Requirements...
November 18, 2021
In a recent article in CrunchBase News, Mediant President and COO Sherry Moreland discusses how companies should be prepared to host annual...
September 20, 2021
Additional Point of Access for Shareholders Further Simplifies Shareholder Voting & Participation in Virtual Meetings
March 3, 2021
Industry Working Group Supports Best Practice Solution for Ensuring Shareholders can Easily Participate in Any Virtual Meeting; API is Ready in Time...
“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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