Change Agent: Stephen C. Daffron, BetaNXT
We’re talking to leaders about significant changes in the industry and their organizations – progress regarding product, process, technology, or...
Our Capabilities
We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.
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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August 20, 2024 / 3 Min Read
We’re talking to leaders about significant changes in the industry and their organizations – progress regarding product, process, technology, or...
August 15, 2024 / 2 Min Read
2024 has been, and will continue to be, the year of the advisor. Over the past decade, wealth management organizations have increasingly focused on...
July 9, 2024 / 16 Min Read
Stephen C. Daffron talked with The San Francisco Experience in June about the significance of data transparency and interconnected data, and how...
May 22, 2024 / 5 Min Read
May 28 is launch day for T+1 – the rule that will shorten the securities settlement cycle to trade date (T) plus one day. Currently, firms are...
April 29, 2024 / 2 Min Read
AI has emerged as a dominant force, reshaping, and even spawning discussions about the future across various sectors.
April 29, 2024 / 2 Min Read
In the realm of wealth management, client letters are pivotal. Items such as welcome letters, account change, and other regulatory notices are more...
April 11, 2024 / 3 Min Read
Avoid the hype, implement AI solutions with a long-term strategy, develop trusted data, and safeguard client privacy.
April 11, 2024 / 16 Min Read
Stephen C. Daffron and Craig Iskowitz discuss integration between BetaNXT and other Motive companies, about competition and cooperation between...
February 20, 2024 / 5 Min Read
Today, we are witnessing substantial shifts in how financial services information is vetted and delivered. Firms are searching for more efficient...
February 2, 2024 / 3 Min Read
Michael Pass is President of Maxit, a BetaNXT business, which provides data, technology and insight that empower better investment decisions and...
January 3, 2024 / 3 Min Read
“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...
December 13, 2023 / 1 Min Read
This week, we announced a groundbreaking partnership with TIFIN AMP that promises to reshape the landscape of fund distribution. This alliance marks...
For this podcast, Stephen C. Daffron talked with The San Francisco Experience about the significance of data transparency and interconnected data, and how the modern investor is shaping the demand curve.
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