BetaNXT Modernizes Corporate Actions Experience
Leveraging the power of the combined BetaNXT capabilities, the end-to-end, modular solution enhances operational efficiency, reduces errors and...
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BetaNXT in the News
Press Releases
BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake
September 17, 2024
New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability, Automation, and Customization of Experience
GlobeTax and BetaNXT Begin Strategic Collaboration to Expand Accessibility to Efficient Tax Recovery Services
September 10, 2024
DOWNLOAD PDF New York, NY — (PR Newswire) — GlobeTax, the world’s leading provider of tax recovery solutions, and BetaNXT, a provider of wealth...
BetaNXT Names WealthTech Veteran Robert Santella as CEO in Planned Transition
May 29, 2024
Stephen C. Daffron, will Remain Engaged with BetaNXT as Executive Chairman, Effective July 1, 2024
BetaNXT Introduces Revolutionary MIC Platform for Centralizing and Optimizing Investor and Advisor Communications
April 4, 2024
Enhanced Digital-First Secure Ecosystem Utilizes Streamlined, Interconnected Data to Resolve Challenges for Brokers that Historically Relied on...
Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI
December 13, 2023
Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution...
Proxymity launches Vote Connect in the North American market, bringing a breakthrough in digital proxy voting
September 14, 2023
Vote Connect brings new choice and freedom to intermediaries for their North American proxy voting requirements and introduces new levels of...
BetaNXT Appoints Sherry Moreland President of Mediant Communications
June 28, 2023
New York, NY—(PR Newswire)—BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor...
BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
May 17, 2023
Investor Communications Technology Improves the Advisor and Investor Experience
BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications
March 1, 2023
Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions.
BetaNXT Names Peter Smith as Chief Financial Officer
February 13, 2023
Appointment Enhances Leadership Team and Signals a Continued Focus on Operational Excellence
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
November 21, 2022
Enables turnkey accounting services for broker-dealers and TAMPs
| 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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