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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.


Stephen C. Daffron

Executive Chairman

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...

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 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...

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...

Know Better. Do Better. Stephen C. Daffron at SIFMA Ops 2023

May 16, 2023 / 21 Min Read

As technology supercharges data access and transparency, opportunities to bring the benefits of sound investing to more individuals multiply....

Stephen C. Daffron, how Motive and BetaNXT are helping drive the industry transformation in Wealth and Asset Management

November 4, 2022 / 23 Min Read

A discussion of BetaNXT's carve out between Stephen C. Daffron, our Chairman and Chief Executive Officer, and Motive Partners Raunak Sainani,...

| 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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