The Right Way To Incorporate AI
AI has emerged as a dominant force, reshaping, and even spawning discussions about the future across various sectors.
6 Reasons to Choose BetaNXT’s New Self-Service Client Letters Solution
In the realm of wealth management, client letters are pivotal. Items such as welcome letters, account change, and other regulatory notices are more...
BetaNXT's CTO: Don’t Rush Your AI – Plan The Long Game
Avoid the hype, implement AI solutions with a long-term strategy, develop trusted data, and safeguard client privacy.
Stephen C. Daffron on BetaNXT’s Evolution from Data-as-a-Service to Operational Support Essentials
Stephen C. Daffron and Craig Iskowitz discuss integration between BetaNXT and other Motive companies, about competition and cooperation between...
Wealth Management and Big Data
Today, we are witnessing substantial shifts in how financial services information is vetted and delivered. Firms are searching for more efficient...
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...
How to Improve the Advisor and Client Experience in 2024 — and Beyond
“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...
True Innovation Requires Revolutionary Partnerships
This week, we announced a groundbreaking partnership with TIFIN AMP that promises to reshape the landscape of fund distribution. This alliance marks...
5 Key Facts about the New Tailored Shareholder Reports
Shareholder reports are changing. New rules, introduced by the Securities and Exchange Commission (SEC), require open-end mutual funds, including...
Navigating the SEC Name Change Ruling
In a move that promises to reshape the landscape of the financial industry, the U.S. Securities and Exchange Commission (SEC) has finalized a...
Enhancing Shareholder Experience and Engagement Through E-delivery and Interactive Communications
Defiant against an era of ubiquitous electronic communications, the police force of Odisha, India maintains the world’s last carrier pigeon service...
Integrated Online Platform Optimizes the Investor Experience for Annual Meetings
Annual meeting planning is well underway for many public companies at this time of year. Providing a customized shareholder experience is paramount...
| 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.
