Peter Horowitz Joins BetaNXT as Head of Corporate Development
Industry Veteran is Responsible for Evaluating and Executing Global Strategic Initiatives Across the BetaNXT Organization
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(888) 949-9957, option 3
BetaNXT in the News
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.
BetaNXT Names Peter Smith as Chief Financial Officer
February 13, 2023
Appointment Enhances Leadership Team and Signals a Continued Focus on Operational Excellence
PLANADVISOR Mentions BetaNXT’s Adviser Product Partnerships
November 22, 2022
BetaNXT partners with Envision Financial Systems, a provider of real-time investor recordkeeping solutions
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
November 21, 2022
Enables turnkey accounting services for broker-dealers and TAMPs
BetaNXT Builds Momentum with Hiring of Industry Veteran Dan Ciavarella to Lead Sales & Relationship Management
September 13, 2022
A seasoned sales and marketing veteran, Mr. Ciavarella will report directly to BetaNXT Chairman and Chief Executive Officer Stephen C. Daffron
BetaNXT Names Thomas F. Ryan Chief Legal Officer and Corporate Secretary
September 8, 2022
In his role, Tom will be responsible for developing and leading the future-state legal and governance function for BetaNXT.
| 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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