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Our Businesses

Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.


Our Capabilities

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

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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.

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Client Access

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


Our Resources

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


Sherri Dixon

Sherri Dixon

Head of Finance

Sherri’s decades of proven experience managing complex strategic initiatives at Refinitiv and Thomson Reuters position her to deliver innovative, efficient, and fiscally responsible solutions at BetaNXT. Sherri is responsible for strategy, investment decisions, financial budgeting, and analysis of financials, including planning and forecasting to ensure accuracy through financial discipline. In addition, she manages the annual audit and delivers interpretive and predictive financial information to ensure business performance for long-term financial planning.

Working across the organization, Sherri is instrumental in facilitating our vision and has established an investment strategy to increase annual revenue growth, so we can maximize business results at BetaNXT in support of the wealth management firms we serve.