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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.

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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.

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Our Resources

Solutions Overviews, Press Package, Process Guides...you will find them all here.

The 2025 Shareholder Meeting Guide
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Insights

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.

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...

Stephen C. Daffron, how Motive and BetaNXT are helping drive the industry transformation in Wealth and Asset Management

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,...

Tracking Decision-Makers' Views and Progress on Data Modernization

BetaNXT recently surveyed nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities and challenges in achieving data modernization.

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