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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.



Wealth Management and Big Data

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...

How Wealth Managers Can Optimize Tax Management All Year Long

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...

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

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...

True Innovation Requires Revolutionary Partnerships

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...

5 Key Facts about the New Tailored Shareholder Reports

December 7, 2023 / 2 Min Read

Shareholder reports are changing. New rules, introduced by the Securities and Exchange Commission (SEC), require open-end mutual funds, including...

Navigating the SEC Name Change Ruling

November 16, 2023 / 2 Min Read

In a move that promises to reshape the landscape of the financial industry, the U.S. Securities and Exchange Commission (SEC) has finalized a...

Enhancing Shareholder Experience and Engagement Through E-delivery and Interactive Communications

November 16, 2023 / 2 Min Read

Defiant against an era of ubiquitous electronic communications, the police force of Odisha, India maintains the world’s last carrier pigeon service...

Integrated Online Platform Optimizes the Investor Experience for Annual Meetings

November 15, 2023 / 1 Min Read

Annual meeting planning is well underway for many public companies at this time of year. Providing a customized shareholder experience is paramount...

Investment Funds Explore Name Changes as SEC Takes Aim at Greenwashing

November 15, 2023 / 1 Min Read

Ethical investing has soared in popularity as awareness of environmental, social and governance (ESG) factors has grown among both retail and...

SIFMA’s 2023 Annual Meeting: Fireside Chat with Stephen C. Daffron

November 13, 2023 / 7 Min Read

A conversation with Stephen Daffron, Chairman & CEO of BetaNXT and Joe Seidel, Chief Operating Officer of SIFMA on the current shifting...

How Consolidating All Tax and Cost Basis Services Boosts Revenue and Reduces Risk

October 25, 2023 / 2 Min Read

Taxer services are being transformed by real-time, digital data that provides foundation for automated tax reporting and cost basis accounting. The...

Updates to SRD II: Recommendations from the ESMA and EBA Review

October 25, 2023 / 3 Min Read

Financial regulators in Europe have reviewed the functioning of SRD II, with input from issuers, investors and intermediaries. Areas for improvements...

| 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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