Our Capabilities
We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.
CastX: Corporate Actions Management
TrustWealthX
Other Capabilities
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
September 14, 2023
Vote Connect brings new choice and freedom to intermediaries for their North American proxy voting requirements and introduces new levels of...
August 15, 2023
Industry Veteran is Responsible for Evaluating and Executing Global Strategic Initiatives Across the BetaNXT Organization
August 8, 2023
This article originally appeared in Agenda (login required) on August 4, 2023.
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...
May 17, 2023
Investor Communications Technology Improves the Advisor and Investor Experience
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
“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.
By Mail
BetaNXT Attn: Media Relations
55 Broadway, 8th Floor
New York, NY 10006
By Email
mediarelations@betanxt.com
By Phone
(888) 949-9957, option 3
