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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.



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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...

Q&A Blog Series: Digitizing and Consolidating Client Communications

June 16, 2023 / 2 Min Read

Many financial services organizations are still using large and complex applications to manage client communications processes, delivering a...

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....

Q&A Blog Series: A True End-to-End Shareholder Meeting Solution

May 3, 2023 / 3 Min Read

Unlike annual shareholder meetings, special meetings of shareholders are called only when a significant, urgent matter arises that needs shareholder...

How Funds Can Solve the Beneficial Ownership Communications Challenge

March 21, 2023 / 2 Min Read

In the 1980s, the Securities and Exchange Commission (SEC) introduced the Objecting/Non-Objecting Beneficial Owner (OBO/NOBO) classification...

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

March 10, 2023 / 18 Min Read

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

Untangling Motive and Clearlake’s Acquisition of Mediant Communications

March 3, 2023 / 1 Min Read's tech columnist Davis Janowski adds context and history to the Mediant acquisition by BetaNXT.

BetaNXT just completed its acquisition of Mediant Communications. BetaNXT itself has only been around since July of 2022 – what is it?

March 2, 2023 / 3 Min Read

Advisor Hub talks to our Chairman and CEO Stephen C. Daffron about BetaNXT’s vision and the challenges facing advisors and investors.

Q&A Blog Series: The Role of Security, Risk and Compliance Inside and Outside the Company

November 8, 2022 / 4 Min Read

In today's age of high-profile data breaches and rapidly evolving regulatory landscapes, security, risk and compliance (SRC) professionals have their...

| 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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