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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.



Connected Data

BetaNXT's CTO: Don’t Rush Your AI – Plan The Long Game

April 11, 2024 / 3 Min Read

Avoid the hype, implement AI solutions with a long-term strategy, develop trusted data, and safeguard client privacy.

Stephen C. Daffron on BetaNXT’s Evolution from Data-as-a-Service to Operational Support Essentials

April 11, 2024 / 16 Min Read

Stephen C. Daffron and Craig Iskowitz discuss integration between BetaNXT and other Motive companies, about competition and cooperation between...

Wealth Management and Big Data

February 20, 2024 / 5 Min Read

Today, we are witnessing substantial shifts in how financial services information is vetted and delivered. Firms are searching for more efficient...

How to Improve the Advisor and Client Experience in 2024 — and Beyond

January 3, 2024 / 3 Min Read

“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...

True Innovation Requires Revolutionary Partnerships

December 13, 2023 / 1 Min Read

This week, we announced a groundbreaking partnership with TIFIN AMP that promises to reshape the landscape of fund distribution. This alliance marks...

SIFMA’s 2023 Annual Meeting: Fireside Chat with Stephen C. Daffron

November 13, 2023 / 7 Min Read

A conversation with Stephen Daffron, Chairman & CEO of BetaNXT and Joe Seidel, Chief Operating Officer of SIFMA on the current shifting...

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...

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....

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”...

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,...

| 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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