Skip to the main content.

Our Businesses

Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

Beta
Maxit
Mediant

Our Capabilities

We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

Read More

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.

Read More

Client Access

Current clients can access support systems and request assistance with enhancements and upgrades.

Continue

Our Resources

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

Continue

This week, we announced a groundbreaking partnership with TIFIN AMP that promises to reshape the landscape of fund distribution. This alliance marks a significant milestone in the wealth industry, as it connects TIFIN AMP's real-time, AI-driven insights to BetaNXT's extensive range of data capabilities. As BetaNXT builds out its connected wealth ecosystem, our partnership with TIFIN AMP enables us to take a critical step in improving the experience for broker-dealers, asset managers, financial advisors and investors.

Broker-dealers can leverage our partnership to either bring an advisor data model to market or enhance an existing offering through a single, unified data platform with AI-driven market intelligence. This introduces multiple potential revenue benefits, including improved advisor retention rates and the ability to attract new advisor clients.

Asset managers using the connected platform are now able to leverage BetaNXT’s data ecosystem to enhance their fund marketing and distribution efforts. By gaining more precise information about the ideal target advisors who will ultimately sell more positions, asset managers can realize higher revenue growth, improved retention and cost savings through higher team efficiencies.

Advisors benefit from this relationship because the communications they receive from asset managers are streamlined and relevant to their clients’ needs. With curated, data-driven recommendations and personalized content, advisors can realize increased revenue potential through higher purchase volumes and enhanced client relationships. For investors, their experience is improved due to their advisors’ increased expertise and highly informed investment recommendations.

TIFIN AMP offers a modular approach, ensuring accessibility for firms of all sizes, whether used independently or seamlessly integrated into existing CRM, marketing automation systems, and other technology.

A Big Step Forward for Connected Wealth

The wealth management industry is facing an accelerated demand for intelligence-driven outcomes through near real-time data capabilities. Investors are increasingly looking for personalized experiences, which includes receiving customized information and advice from advisors almost instantaneously to help guide investment decision and outcomes. To improve the advisor and investor experience with increased efficiency, we must move beyond legacy systems that are clumsily integrated. Embracing connected wealth means building an “integration first” technology structure that powers native data systems seamlessly and opens the door for better experiences through exponentially expanded data capabilities.

Connected wealth is about innovation. It’s also about precision, cost efficiency and security. BetaNXT is focused on providing our clients with the best possible solutions that align with their vision of growth and value.

Read the press release.

Let’s Talk

Let’s talk about how this partnership will help you achieve your goals.

Creating a Frictionless Wealth Management Experience with Stephen C. Daffron of BetaNXT

Creating a Frictionless Wealth Management Experience with Stephen C. Daffron of BetaNXT

March 10 2023 / 19 Minute Read

Shannon Rosic, director of WealthStack Content and Solutions, speaks with Stephen C. Daffron, CEO of BetaNXT, on creating a “frictionless”...

BetaNXT CEO Stephen C. Daffron Talks Moving to T+1 Settlement and More

BetaNXT CEO Stephen C. Daffron Talks Moving to T+1 Settlement and More

July 07 2023 / 6 Minute 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...

Untangling Motive and Clearlake’s Acquisition of Mediant Communications

Untangling Motive and Clearlake’s Acquisition of Mediant Communications

March 03 2023 / 2 Minute Read

WealthManagement.com's tech columnist Davis Janowski adds context and history to the Mediant acquisition by BetaNXT.