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Our Businesses

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

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Mediant

Our Capabilities

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.

Leadership Team
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Client Access

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Insights

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.

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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....

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

May 15, 2023 / 1 Min Read

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

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

WealthManagement.com's tech columnist Davis Janowski adds context and history to the Mediant acquisition by BetaNXT.

| July 9, 2024

For this podcast, Stephen C. Daffron talked with The San Francisco Experience about the significance of data transparency and interconnected data, and how the modern investor is shaping the demand curve.

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