Creating a Frictionless Wealth Management Experience with Stephen C. Daffron of BetaNXT
Shannon Rosic, director of WealthStack Content and Solutions, speaks with Stephen C. Daffron, CEO of BetaNXT, on creating a “frictionless”...
Automated critical trading, clearing, servicing, and operational workflows to increase efficiency and control.
Simplify advisor workflows and account servicing to improve productivity and client experiences.
Simplify investor communications, proxy voting, and governance while strengthening shareholder engagement.
Streamline fund operations, data management, and oversight to improve efficiency, transparency, and control.
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, Process Guides...you will find them all here.
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.
AI at BetaNXT
Accelerate your AI strategy, with a platform purpose-built for your operational realities and a partner committed to your success.
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...
September 17, 2021 / 4 Min Read
Transactions utilizing special purpose acquisition companies (SPACs) are more popular than ever. In the first four months of this year, SPACs, also...
April 27, 2021 / 3 Min Read
The COVID-19 pandemic has caused no end of disruption, but it instigated a few positive developments. For the proxy voting industry, one such outcome...
March 4, 2021 / 1 Min Read
Imagine you've bought tickets for a concert and you've paid extra to go backstage and meet the performers. The big night arrives, but when you turn...
Wherever you are in your AI journey, your vision shapes our strategy. We are building the infrastructure and solutions to support broker-dealers, wealth managers, asset managers, and corporate issuers at every stage of AI maturity—with intentional innovation.
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