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Our Capabilities

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

DataXChange

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

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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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Asset Managers

 Seamless Oversight, Effortless Distribution and Unmatched Control for Asset Managers

 BetaNXT empowers asset managers—delivering deeper insights, strengthening distributor relationships and streamlining every stage of the fund distribution process.


 

Challenges

  • Complex distribution networks can undermine oversight and create compliance risks
  • Fragmented data and reporting create blind spots, limiting visibility into sales performance, workflow trends and partner behavior
  • Manual procedures prolong timelines and increase operational risk
 

Solutions

BetaNXT’s innovative platform provides asset managers with clarity and control by seamlessly connecting monitoring, fee processing and distribution oversight. Through automated workflows and unified data, asset managers can minimize operational risk, boost transparency and build stronger connections with distributors, transforming oversight into a powerful strategic advantage.

 

Accelerated Impact

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Simplified Counterparty Management

Consolidate data, streamline communications and make partner oversight easier and more transparent.

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Trusted Compliance

Strengthen your firm’s ability to confidently navigate regulatory demands while minimizing the risk of scrutiny.

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Operational Efficiency

Transform oversight, fee reviews and reporting using automation, reducing errors and costs.

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Accuracy and Transparency

Ensure accurate fee payments, maintain clear financial records and deliver auditable reporting for all stakeholders.

Featured Solutions

 

 
 
 

Related Insights

The Best Ways for Issuers to Reach and Engage Retail Shareholders

Rising numbers of retail investors is a welcome trend for the wealth management industry, but among issuers, it entails a new challenge: how to build effective communications and engagement among today’s more demanding cohort of shareholders.

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