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    Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

    Beta
    Maxit
    Mediant

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    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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    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.
    Read Full Biography

     

    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.
    Read Full Biography

     

    Learn More

    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.

    Contact Us in Other Ways

    Be part of the family. Visit our Careers Center to learn about BetaNXT and take a look at our open positions.

    By Email
    mediarelations@betanxt.com

    By Phone
    (888) 949-9957

    By Mail
    BetaNXT Attn: Media Relations
    55 Broadway, 8th Floor
    New York, NY 10006

     

    More Insights

    Creating a Frictionless Wealth Management Experience with Stephen C. Daffron of BetaNXT

    Creating a Frictionless Wealth Management Experience with Stephen C. Daffron of BetaNXT

    March 10 2023 / 19 Minute Read

    Shannon Rosic, director of WealthStack Content and Solutions, speaks with Stephen C. Daffron, CEO of BetaNXT, on creating a “frictionless”...

    BetaNXT CEO Stephen C. Daffron Talks Moving to T+1 Settlement and More

    BetaNXT CEO Stephen C. Daffron Talks Moving to T+1 Settlement and More

    July 07 2023 / 6 Minute Read

    BetaNXT CEO Stephen C. Daffron Discusses SIFMA, Moving To T+1 Securities Settlement, and How Wealth Management Can Use Better Data to Make Better...

    Data-Driven Wealth Management With Stephen C. Daffron

    Data-Driven Wealth Management With Stephen C. Daffron

    September 07 2023 / 12 Minute Read

    In a recent Advisorpedia podcast, Stephen C. Daffron, Chairman and Chief Executive Officer of BetaNXT, talks with Advisorpedia founder Doug Heikkinen...
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