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CONTACT US
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    Our Capabilities

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

    All Capabilities

    DataXChange

    Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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    Who We Serve

    BetaNXT invests in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive, front-to-back securities processing, tax, and investor communications solution.

    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.

    Leadership Team
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    Client Access

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

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    Our Resources

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

    The 2025 Shareholder Meeting Guide
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    The Complete Package for Connected Wealth Management

    A Frictionless Experience for Advisors and their Clients

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    Communications between advisors and their clients have become increasingly interactive due to mobile apps and social media. Today’s investors control, choose, define, and comment on information and communications, in real time.
    Audiences Have Become Users
    We have tools to help you adapt.
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    Digital communication is increasingly preferred by investors. Omni-media means giving investors the information they want, when they want it, on their preferred device.
    Mono-media to Omni-media
    We meet shareholders where they are.
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    More of today’s investors are accustomed to live interactions and constant, 24/7 availability. Technology is making continuous and real-time communications easier and more affordable.
    From Periodic and Delayed to Continuous and Real-Time
    We have one platform with multiple channels.
     

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    Our Vision of Connected Wealth

    In an episode of the WealthStack Podcast, host Shannon Rosic spoke to Stephen C. Daffron, Chairman and CEO of BetaNXT, about how disparate technology systems and a high volume of manual data limits advisors’ time with clients. He shared his vision for a connected wealth management industry and what BetaNXT is doing to realize it.

    LISTEN NOW
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    Three Important Lessons

    Technical Debt

    The wealth management industry has generally underinvested in technology since the 2008 recession. Today, this “technical debt” means firms can struggle to keep up with rising client expectations of seamless digital services.

    A Collaborative Ecosystem

    Overcoming the lack of integration between core wealth management applications is a major challenge. Data has to be coherent, organized consistently, and all constituents of wealth management ecosystem have to work together.

    No Silver Bullet

    Data is the closest thing we have. There are thousands of data elements for a wealth management client that define investment decisions. Focusing on data quality is the best way for the industry to be more productive.

    Does this story seem familiar?


    BetaNXT brings together a group of businesses with rich experience in solving this problem with integrated, cutting-edge technology. Our holistic, data-centric approach means a frictionless user experience, increased productivity, operational efficiency, and effective and trusted risk management.

    Fill out the form to learn more.