Data modernization isn't just the latest trend, it's a critical and competitive element of success for wealth enterprises. Hear what BetaNXT's CTO Don Henderson and Snowflake's Head of Wealth and Asset Management, Chris Napoli, have to say about it when they chat at SIFMA Ops on Tuesday, September 17. Visit BetaNXT at Booth #205 to learn about our innovative solutions. https://hubs.la/Q02MB6dZ0 #SIFMAOps #Fintech #ConnectedWealth #ConnectedData
BetaNXT
Financial Services
New York, NY 5,848 followers
Powering the Future of Connected Wealth
About us
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
- Website
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http://www.betanxt.com
External link for BetaNXT
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2022
- Specialties
- Frictionless Wealth Infrastructure, Self-Clearing Securities Processing Solutions, Wealth Management Technology, Wealth Management Outsourcing Solutions, and Investor Communications Solutions
Locations
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Primary
55 Broadway
8th Floor
New York, NY 10006, US
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350 N Sunny Slope Rd
Brookfield, Wisconsin 53005, US
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400 Regency Forest Dr
#200
Cary, North Carolina 27518, US
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77 Town Centre, Block 4
Yemalur, Bangalore, IN
Employees at BetaNXT
Updates
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In the latest from the “Change Agents” series by Connect Money, BetaNXT’s executive chairman Stephen C. Daffron highlighted the transformative impact of AI on the wealth management industry. "Artificial intelligence (AI) gets most of the headlines these days—as it should,” he noted. He discussed how the landscape is evolving rapidly to keep up with client demand for better products, faster and more accurate reporting, and tailored advice. “Such hyper-personalization becomes economically feasible only with the level of detail and near real-time responses that AI can provide," he said. Read his views on AI and more here: https://hubs.la/Q02MlRtZ0
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We're pleased to announce that Don Henderson, Chief Technology Officer at BetaNXT, will speak on the main stage at SIFMA Ops in September. He'll be joined by Chris Napoli, head of wealth and asset management at Snowflake for an engaging session on the future of connected data. Hope to see you in San Diego! https://hubs.la/Q02M9SM90 #SIFMAOps #Fintech #ConnectedWealth #ConnectedData
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SIFMA Ops is the premier event for operations and technology leaders from across the financial industry. We’re excited to be a part of it as a Presidential Sponsor – and we’re looking forward to meeting clients, colleagues, and friends in San Diego. Hope to see you there! https://hubs.la/Q02LYb9q0 #SIFMAOps #Fintech #ConnectedWealth #ConnectedData
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In an article for WealthManagement.com’s Midyear Outlook, BetaNXT CEO Bob Santella describes how clients are demanding more from their wealth management advisors – including accurate reporting and personalized advice. “Connected Wealth is the answer to these demands,” he notes. “By utilizing Connected Data, advisors can provide their clients with real-time information and personalized advice.” Read more here https://lnkd.in/gDTx6F6D and connect with us to find out how BetaNXT can help. #ConnectedWealth #ConnectedData #WealthManagement #MarketOutlook
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We are looking forward to sharing our perspectives in September! BetaNXT's Anatoli Arkhipenko will be on hand to discuss cloud automation with Centroid Systems at #OCW24. See you there!
Step into the future of innovation with Centroid at #CloudWorld in Vegas! As a Silver Sponsor, we’ll be onsite all week to help you simplify even your most complex challenges. Don’t miss our standout events, designed to inspire and inform: - Tech Transformation Talks: Learn about "#AI Guardrails", slashing Oracle Support expense, and choosing your ERP roadmap: EBS or Fusion. Secure your spot today > https://lnkd.in/e6uuYTEA - Cocktails & Connections Happy Hour: Kick off CloudWorld with us! Enjoy signature cocktails and hors d'oeuvres in Centroid’s “Cloud Vista Suite.” By invitation only—contact us today! > https://lnkd.in/ebqxigEW - Theater Session: Join us and BetaNXT for "Streamline Cloud Orchestration with Cloud Automation—OpEx Savings Scenario," on 09/11 at 09:50 AM in CloudWorld Hub, Connect Theater 3. More excitement to come! Unlock the power of #OCI, #CloudERP, and beyond with Centroid. Let’s connect, innovate, and make your business vision a reality—see you at CloudWorld! #OracleCloudWorld #OCW24 #DevOps #ManagedServices #JDE #CloudEPM Oracle
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BetaNXT has both the capacity and expertise to effectively manage market volatility – resilience is fundamental to our identity. Amidst this week’s market fluctuations, we successfully executed all activity in support of our clients and their investors. Market volatility can test the limits of technology infrastructure, but our continued investments in scalability, availability, performance, and security help ensure BetaNXT systems remain robust and reliable. #BetaNXT #ConnectedWealth #ConnectedData
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We were thrilled to participate on this panel with our industry colleagues. BetaNXT is always interested in discussing trends impacting proxy statements and shareholder meetings. Thank you for the opportunity! #ssa #shareholdermeeting #connectedwealth
DFIN was proud to sponsor the Shareholder Services Association (SSA) annual conference. Speakers from #DFIN, Broadridge, BetaNXT, D.F. King & Co. and Alliance Advisors discussed best practices in preparation for and conduct of the annual shareholder meeting, along with recent trends in proxy statement messaging & design. #ssa #shareholdermeeting #sponsor Ron Schneider John Lopinto Brian Valerio William Kennedy Mike Madalon
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With BetaNXT, the entire communications lifecycle, from design and publishing to fulfillment, tracking, and document access, is directly at your fingertips. https://hubs.la/Q02JfXq-0
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Happy to support the Society for Corporate Governance at their 2024 National Conference! While you're there this week, have a chat about your shareholder meeting needs with Nancy Brooks, Laura Sweitzer Franconi, Seth Tarter, Rex Morgan, Scott Kindle, Michael Britton, or Robert Anderson. #ElectGovernance
2024 National Conference attendees ended the day with back-to-back sessions on maximizing the potential of #AI and managing the #cybersecurity landscape, followed by an opening reception sponsored by BetaNXT helping to connect Society members gathered for the three-day event. #ElectGovernance #CorporateGovernance #BoardGovernance
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