How Wealth Managers Can Optimize Tax Management All Year Long
Michael Pass is President of Maxit, a BetaNXT business, which provides data, technology and insight that empower better investment decisions and...
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We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.
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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February 2, 2024 / 3 Min Read
Michael Pass is President of Maxit, a BetaNXT business, which provides data, technology and insight that empower better investment decisions and...
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...
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...
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...
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....
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.
“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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