The Future of Connected Wealth
BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions
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 significant rule change regarding the naming conventions of investment funds. This ruling has far-reaching implications for funds and shareholders, particularly in terms of shareholder communications and the monitoring of the 80 percent investment requirements.Read More
Built to anticipate and eliminate challenges in the investment lifecycle, Beta delivers a solution set that ensures our clients and the advisors and investors they serve never miss a growth opportunity. We provide core information powering workflow applications, managed data for various integrated processes, and order management tools supporting essential trading activities.
Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements.
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