111 - Stephen Daffron, how Motive and BetaNXT are helping drive the industry transformation in Wealth and Asset Management

An investigation with Stephen Daffron into how Motive and BetaNXT are helping drive the industry transformation in Wealth and Asset Management. Stephen Daffron is Co-Founder and Industry Partner at Motive Partners. He also serves as the CEO, Chairman and Board member of BetaNXT. BetaNXT aims to create the interconnected wealth management experience of the future. the next wave in wealth management technology and outsourcing solutions, solving customers’ most daunting integration challenges and offering modern, frictionless solutions that anticipate their changing needs. On July 1, 2022, Clearlake Capital Group and Motive announced the closing of the acquisition of the BETA+ assets including BETA Post-trade Processing, Maxit, and Digital Investor, from the London Stock Exchange Group. --- The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results. The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein. This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments. Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities.

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111 - Stephen Daffron, how Motive and BetaNXT are helping drive the industry transformation in Wealth and Asset Management is an episode from The Future of Finance by Motive Partners.

This episode is 37:54 long.

This episode was published on Nov 4, 2022.

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