BetaNXT's CEO Stephen C. Daffron is a Main Stage Keynote Speaker at SIFMA Ops 2023
The Future of Connected Wealth. BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions.
Our Capabilities
We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.
DataXChange
Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.
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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May 15, 2023 / 1 Min Read
The Future of Connected Wealth. BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions.
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...
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...
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”...
March 3, 2023 / 1 Min Read
WealthManagement.com's tech columnist Davis Janowski adds context and history to the Mediant acquisition by BetaNXT.
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.
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...
November 4, 2022 / 23 Min Read
A discussion of BetaNXT's carve out between Stephen C. Daffron, our Chairman and Chief Executive Officer, and Motive Partners Raunak Sainani,...
October 21, 2022 / 11 Min Read
In SEC Insider by DFIN, Jean Luther, Mediant Director of Compliance, and Ron Schneider, DFIN Director of Corporate Governance Services, discuss...
September 30, 2022 / 1 Min Read
Americans are online more than ever these days, including more than 93% of adults, according to the Pew Research Center. What’s more, results from a...
September 20, 2022 / 1 Min Read
In November 2021, the Securities and Exchange Commission (SEC) approved a new rule that requires organizations to share proxy cards for contested...
January 26, 2022 / 3 Min Read
A trend among brokerage firms to eliminate discretionary voting is becoming an increasing concern. Most issuers require a quorum of 50 percent or...
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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