BetaNXT's CEO Stephen C. Daffron is a Main Stage Keynote Speaker at SIFMA Ops 2023

The Future of Connected Wealth. BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions.

As a proud sponsor of SIFMA Ops 2023, BetaNXT values the connections we make across the industry while working together to advance important initiatives.

We look forward to insightful discussions throughout the conference. Join us at Booth #101 for lively conversations about how BetaNXT can help power your wealth management solutions.

Learn About Our Businesses

Beta

BetaNXT’s platform technology offering, Beta provides core information powering workflow applications, managed data for various integrated processes, and order management tools supporting essential trading activities.

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Maxit

The industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements.

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Mediant

New to BetaNXT, Mediant provides investor communications and proxy solutions to our end-to-end wealth solutions software platform. Our innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.

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Onstage at SIFMA

Tuesday, May 16, 10:50-11:20 a.m.

Know Better, Do Better
Main Stage Keynote – CEO Stephen Daffron in a fireside chat with SIFMA’s Tom Price

Stephen C. Daffron serves as the Chairman and Chief Executive Officer of BetaNXT, a Motive Partners portfolio company, where he is also a member of the Board of Directors. In this role, he leads the company’s transformation and growth strategy.
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Tuesday, May 16, 3:30-4:30 p.m.

T+1 – Ready, Set, Go?
Breakout Session – Will Leahey, BetaNXT Head of Regulatory Compliance, discusses T+1 and what the future holds

An industry advocate and regulatory expert, Will oversees the regulated services BetaNXT provides its clients, including compliance with financial operations and non-financial regulatory reporting rules.
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Not coming to SIFMA Ops? Contact us and start a discussion on how BetaNXT’s front-, middle-, and back-office solutions harmonize the latest technology and data science to create the wealth management experience of tomorrow.