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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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Our Capabilities

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

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Our Resources

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

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Insights

Top 5 Takeaways from SIFMA Ops 2024: Designing the Future of Connected Data

October 2, 2024 / 4 Min Read

SIFMA Ops was a highlight of my year. The conference waspacked with interesting people, ideas, and insights into what’s ahead for our industry. At...

Ops 2024: Point to Point – Designing the Future of Connected Data

September 27, 2024 / 18 Min Read

Data modernization isn’t just the latest trend; it’s a critical and competitive element of success for wealth enterprises. Join BetaNXT’s...

BetaNXT takes on the data challenge with Snowflake-powered platform

September 17, 2024 / 1 Min Read

The wealth tech provider is helping future-focused firms move forward on their digital journeys with a groundbreaking pilot program.

One Company's Mission To Power "Connected Wealth"

September 13, 2024 / 3 Min Read

BetaNXT CEO Robert Santella discusses how wealth management enterprises can harness the power of connected wealth and connected data.

Change Agent: Stephen C. Daffron, BetaNXT

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...

Empowering Advisors: How Connected Wealth Can Revolutionize Wealth Management

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...

BetaNXT: A Private Equity Success Story.

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...

Ready, Settle, Go: Reflections on Preparing for a Successful T+1 Launch

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...

The Right Way To Incorporate AI

April 29, 2024 / 2 Min Read

AI has emerged as a dominant force, reshaping, and even spawning discussions about the future across various sectors.

6 Reasons to Choose BetaNXT’s New Self-Service Client Letters Solution

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...

BetaNXT's CTO: Don’t Rush Your AI – Plan The Long Game

April 11, 2024 / 3 Min Read

Avoid the hype, implement AI solutions with a long-term strategy, develop trusted data, and safeguard client privacy.

Stephen C. Daffron on BetaNXT’s Evolution from Data-as-a-Service to Operational Support Essentials

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...

| July 9, 2024

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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