How Consolidating All Tax and Cost Basis Services Boosts Revenue and Reduces Risk
Taxer services are being transformed by real-time, digital data that provides foundation for automated tax reporting and cost basis accounting. The...
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We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.
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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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...
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...
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...
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...
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...
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?
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...
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.
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,...
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...
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...
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...
“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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