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Insights

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...

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...

| 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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