Skip to the main content.

Broker-Dealers

Automated critical trading, clearing, servicing, and operational workflows to increase efficiency and control.

Advisors & Wealth Managers

Simplify advisor workflows and account servicing to improve productivity and client experiences.

Issuers

Simplify investor communications, proxy voting, and governance while strengthening shareholder engagement.

Asset Managers

Streamline fund operations, data management, and oversight to improve efficiency, transparency, and control.

Trading & Execution

  • Execute basket, block, and multi-leg orders through a single rules-based engine
  • Automate compliance and risk checks across the trade lifecycle
  • Enable market connectivity while supporting increasing transaction volumes

Wealth & Advisory

  • Automate onboarding, processing, and account workflows end-to-end
  • Unify client, portfolio, and market data for faster advisor decisions
  • Deliver digital-first experiences that deepen client trust
  • Overview

Asset Servicing

  • Centralize servicing and oversight across every account and asset type
  • Manage the full lifecycle from onboarding through ongoing events
  • Service alternatives, annuities, IRAs, and digital assets at scale

Clearing & Settlement

  • Automate post-trade processing across transaction types and global markets
  • Connect directly to clearing houses, custodians, and multi-currency settlement processing
  • Surface exceptions early with real-time settlement visibility

Fund Administration

  • Automate fund trading, reconciliation, and straight-through processing
  • Automate complex fee, billing, and revenue-sharing processes
  • Scale transfer agency and recordkeeping across global fund structures

Operations as a Service

  • Reduce costs and operational risk with outsourced middle- and back-office support
  • Scale efficiently with experienced operations and asset servicing specialists
  • Unlock new revenue opportunities through scalable operational support

Securities & Financing

  • Automate end-to-end securities financing and clearing workflows
  • Optimize collateral and capital while reducing counterparty exposure
  • Access NSCC markets directly through BetaNXT connectivity and scale

Workflow & Automation

  • Unify back- and middle-office operations in one modern interface
  • Automate task routing, rules, and exception handling to reduce manual work
  • Trigger real-time workflows across internal, external, and market systems
  • Overview

Recordkeeping & Reporting

  • Maintain accurate, consistent records across accounts and transactions
  • Extend readiness across tax, cost basis, custody, and digital assets
  • Centralize data to strengthen oversight, control, and reporting visibility

Regulatory Reporting

  • Automate regulatory reporting and compliance monitoring at scale
  • Consolidate data and calculations across a single integrated platform
  • Maintain audit trails and adapt as regulatory requirements evolve
  • Overview

Broker Services

  • Bring investor communications and event processing into a single streamlined workflow
  • Deliver voting experiences that drive digital adoption
  • Strengthen compliance with real-time tracking and automated controls

Client Communications

  • Create and deliver critical client communications across every channel
  • Validate documents with AI-powered rules before they reach clients
  • Create and compose content with intuitive self-service tools

Fund Services

  • Simplify proxy management from solicitation through tabulation
  • Give investors proposal-level voting choice at scale
  • Strengthen vote accuracy through reconciliation, audit, and reporting

Issuer Services

  • Manage the full proxy lifecycle from distribution through tabulation
  • Drive shareholder engagement across channels
  • Centralize proxy management and access voting data through the MIC Issuer Portal

DataXChange

  • Deliver trusted enterprise data through a unified data platform.
  • Eliminate silos by standardizing data from multiple sources
  • Apply AI to surface insights, automate decisions, and drive action

Other Data Services

  • Exchange wealth data securely through scalable, developer-ready APIs
  • Centralize and standardize mutual fund and account data across the firm
  • Automate data flows to reduce manual re-keying and errors
  • Front Office

    Real-time data and automation speed trade execution and client service, giving advisors and traders the tools to act faster and serve clients better across every channel.
  • Middle & Back Office

    Automated processing cuts errors, reconciles data, and streamlines operations, reducing manual work while scaling to handle growing transaction volume without added staff.
  • Compliance & Regulatory

    Built-in controls and audit trails keep firms ahead of requirements, supporting regulatory reporting and reducing risk exposure across trading, servicing, and communications.
  • Investor Communications

    Digital delivery and proxy tools improve investor engagement and accuracy, replacing manual notifications with omni-channel communications investors actually read and act on.
  • Data Services

    A unified data platform powers reporting, analytics, and integration, connecting front, middle, and back office systems to support faster, better-informed decisions.

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
Read More

Client Access

Current clients can access support systems and request assistance with enhancements and upgrades.

Continue

Our Resources

Solutions Overviews, Press Package, Process Guides...you will find them all here.

The 2026 Shareholder Meeting Guide
Other Resources

Our Capabilities

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

All Capabilities

DataXChange

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

Learn More

AI at BetaNXT

Accelerate your AI strategy, with a platform purpose-built for your operational realities and a partner committed to your success.

Learn More

Who We Serve

BetaNXT invests in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive, front-to-back securities processing, tax, and investor communications solution.

AI-enabled digital experience and delivery layer gives corporate issuers greater visibility, coordination, and insight across proxy workflows

DOWNLOAD PDF icon-download

New York — (PR Newswire) — BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, today announced the launch of the MIC Issuer Portal, an AI-enabled digital experience and delivery layer within its end-to-end proxy solution that helps corporate issuers manage proxy engagement with greater speed, transparency, and control.

Designed for corporate secretaries, general counsel, investor relations teams, and other issuer stakeholders, the portal streamlines key workflows, documents, communications, reporting, and status updates into one secure environment. It reduces fragmented, email-driven coordination while using available data to surface AI-enabled insights, trends, and historical context.

“The MIC Issuer Portal reflects our commitment to modernizing proxy services with practical, data-driven intelligence,” said Laura Franconi, Head of Issuer and Broker Solutions at BetaNXT. “It gives clients a clearer real-time view of proxy activity and reinforces their ability to act decisively.”

Proxy engagements have historically relied on manual tracking, disconnected tools, and fragmented communication. As issuer expectations evolve, organizations require faster coordination, clearer status visibility, and easier access to actionable information.

The MIC Issuer Portal addresses those needs by combining task management, document access, approvals, communications, reporting, and AI-enabled operational insights into a shared workspace where all data is available in real time. The result is a more consistent process for issuers and BetaNXT teams to collaborate during proxy events and maintain visibility throughout the year.

The portal builds on BetaNXT’s solutions for corporate issuers and mutual funds, expanding BetaNXT’s proxy management, investor communications, and shareholder meeting capabilities with a more intelligent digital experience.

To learn more about BetaNXT’s solutions for corporate issuers, please visit https://betanxt.com/issuer-solutions.

To schedule a demo of the MIC Issuer Portal, clients can reach out to their respective BetaNXT relationship managers or visit https://betanxt.com/contact-page.

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management enterprise solutions, powered by real-time data capabilities. We support key stakeholders across the financial services ecosystem — including broker-dealers, advisors, wealth managers, issuers, and asset managers.

Our integrated approach empowers clients with scalable trading and settlement services, robust asset servicing capabilities, regulatory-compliant investor communications, and advanced data management and analytics. BetaNXT’s solutions streamline operations, enhance productivity, strengthen compliance and reduce enterprise cost, helping clients excel in the digital age. By investing in platforms, products and partnerships, we transform our clients’ platforms into strategic differentiators that drive efficiency, performance and growth. For more information, visit betanxt.com

Laura Marvin Simkins
JConnelly for BetaNXT
+1 (973) 934-5100
betanxt@jconnelly.com

Laura Barger
Chief Marketing Officer, BetaNXT
+1 (888) 949-9957, option 3
mediarelations@betanxt.com

Mediant's New Omnichannel Tools Help Issuers Achieve Quorum & Proposal Passage

January 26 2022 / 2 Minute Read

As Brokers Continue Eliminating Discretionary Voting Practices, Mediant Introduces Mediant Engage™ Suite Enabling Issuers to Meet Quorum Requirements...

BetaNXT to Support Vanguard Investor Choice Program

April 29 2026 / 4 Minute Read

Innovative Pass-Through Voting Solution Developed in Partnership with Tumelo Simplifies Proxy Voting Process for Investors in Participating Vanguard...

BetaNXT Launches InsightX Enterprise AI Platform and AI Innovation Lab, Democratizing Access to Insights for All Users

April 07 2026 / 5 Minute Read

New Wave of Investment Delivers Powerful AI Capabilities Tailored Specifically for the Operational Needs of Wealth and Asset Management Firms