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

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

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    DataXChange

    Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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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

    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.

    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.

    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,...

    PLANADVISOR Mentions BetaNXT’s Adviser Product Partnerships

    November 22, 2022

    BetaNXT partners with Envision Financial Systems, a provider of real-time investor recordkeeping solutions

    Sherry Moreland on Preparing for a Post-IPO Annual Meeting

    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...

    INSIGHTS
    | January 3, 2024

    How to Improve the Advisor and Client Experience in 2024 — and Beyond

    “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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    U.S. Media Relations

    By Mail
    BetaNXT Attn: Media Relations
    55 Broadway, 8th Floor
    New York, NY 10006

    By Email
    mediarelations@betanxt.com