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Our Businesses

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


Our Capabilities

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

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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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Client Access

Current clients can access support systems and request assistance with enhancements and upgrades.


Our Resources

Solutions Overviews, Press Package, Process will find them all here.


Daniel Ciavarella

Daniel Ciavarella

Global Head of Sales

Dan is a proven leader with decades-long experience in building teams that deliver solutions to support the success of some of the largest wealth management firms in the industry. Well respected, he engages with clients and prospects, articulating the value of BetaNXT’s innovative technology and services so the firms we serve can transform and grow their businesses with us to reach their greatest potential.

Dan most recently served as Head of Sales for Wealth Management at Broadridge. His experience also includes senior leadership positions in sales, marketing, and product management for Morgan Stanley, AssetMark, Advantax, Cetera Financial Group, FolioDynamix (acquired by Envestnet), and Refinitiv/London Stock Exchange Group. Dan adds vast ideas and experience, as well as contagious enthusiasm, to the BetaNXT leadership team.