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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.



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...

7 Common Myths About Virtual Annual Meetings Debunked

October 19, 2023 / 3 Min Read

Virtual shareholder meetings (VSMs) continue to grow in popularity. According to the Harvard Law School Forum on Corporate Governance, the number of...

Two Ways to Avoid Mailing Delays and Cost Increases to Shareholder Communications

October 19, 2023 / 2 Min Read

The United States Postal Service (USPS) is continuing to increase the price of First-Class Mail, with an increase in January 2024 following the...

How Retail Investors Can Be a Company’s Best Ally

October 19, 2023 / 2 Min Read

The first full proxy season following the introduction of Rule 14a-19, which requires the use of universal proxy cards in contested director...

4 Steps to Keep Your Shareholders Engaged Year-Round

October 19, 2023 / 1 Min Read

One of the biggest ways to engage shareholders is through virtual annual meetings. But what happens the rest of the year?

The Best Ways for Issuers to Reach and Engage Retail Shareholders

October 19, 2023 / 2 Min Read

Rising numbers of retail investors is a welcome trend for the wealth management industry, but among issuers, it entails a new challenge: how to build...

T+1: Why This Time Feels Different from T+2

October 18, 2023 / 1 Min Read

Learn the genesis of each shortening of the settlement cycle, why T+1 is an event-driven mandate with a higher degree of complexity, and more.

Hero Image: Two people working together on a problem

Leave it to the Experts: Why it Makes Sense to Outsource Operations to BetaNXT

October 11, 2023 / 3 Min Read

No matter how tech-savvy and automated a wealth management firm becomes, there’s always a degree of people and process. This work is required,...

Data-Driven Wealth Management With Stephen C. Daffron

September 7, 2023 / 11 Min Read

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

3 Ways Connected Data Improves Corporate Action Election Processes

August 29, 2023 / 2 Min Read

The operational challenge of managing mandatory and voluntary corporate action (CA) events is complicating life for brokers as their volume...

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

July 7, 2023 / 5 Min 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...

| 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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