BetaNXT Names WealthTech Veteran Robert Santella as CEO in Planned Transition
Stephen C. Daffron, will Remain Engaged with BetaNXT as Executive Chairman, Effective July 1, 2024
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BetaNXT in the News
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.
BetaNXT Names Peter Smith as Chief Financial Officer
February 13, 2023
Appointment Enhances Leadership Team and Signals a Continued Focus on Operational Excellence
| 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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