Broker Solutions

BetaNXT's innovative MIC platform offers an ecosystem of digital-first solutions that harness the power of connected data. Intuitive interfaces make it easy for everyone across the investor communications lifecycle to focus on what matters.

Enhancing the advisor and investor experience is our priority. Complete data transparency combined with seamless integration of technology helps advisors to be better informed and more productive, freeing time to build client relationships and optimize the business. At the same time, broker operational efficiency is increased and risk exposure is reduced.

Singular Client Experience

We pioneered digital investor communications. Our intuitive portal gives advisors full visibility of all documents delivered to investors. It seamlessly integrates with client systems and offers advisor-level branding with configurable designs.

Drives Digital Adoption

We make it easy for brokers to deliver the digital access that most shareholders prefer. Our solutions meet investors where they are, helping to drive digital adoption with conveniences like app notifications, QR codes, and proxy voting via Alexa.

Increased Operational Efficiency

Our platform enables staff to focus on strategic activities rather than administrative tasks. It offers unparalleled oversight for job tracking and vendor monitoring, intuitive exception processing, and easy call center access to reduce escalations.

Powerful Simplification

Integrating BetaNXT technology is fast and straightforward. APIs limit the burden on IT, pre-integrated data flows at BetaNXT reduce processing times, and our in-house experts provide high-touch technology support that grows with your business.

The MIC platform streamlines investor communications by integrating all data points throughout the lifecycle. It enhances shareholder interactions, promotes efficiency, consistency, and robust reporting. Each module provides a customized view of the data to meet user-specific needs.

An intuitive dashboard that organizes critical information and time-sensitive activities in one place

Allows advisors to see all investor communications, with efficient tools for proxy voting, reviewing shareholder communications, and making reorg elections online

Reduces compliance oversights with timely reminders and eliminates manual processes, repetitive tasks, and multiple application logins

Enables advisors to better serve their clients, promoting your brand and strengthening relationships

MIC Proxy

Easy, reliable proxy voting and automated account management
Vote multiple accounts via single ballot
Seamless integration with vote agents, including ISS, Glass Lewis and Egan-Jones
Real-time data and automated reports ensure regulatory compliance

MIC Reorg

Automates the capture of voluntary corporate action elections, eliminating risk due to human error
Automates distribution of offers, capture of elections, and entry of elections into securities processing systems
Centralizes management of current offers, retrieval of past offers, and making elections online

MIC Wealth Manager

An intuitive dashboard for advisors and investment managers, MIC Wealth Manager streamlines workflow, enhancing productivity and ensuring deadlines are met.

Advisors can see all investor communications, with efficient tools for proxy voting, reviewing shareholder communications, and making corporate actions elections online
Timely reminders reduce compliance oversights and eliminate manual processes, repetitive tasks, and multiple application logins
Advisors can better serve their clients, promoting your brand and strengthening relationships
Investment managers with voting authority can save time by voting multiple accounts via single ballot
Investment managers using a vote agent enjoy a seamless experience, as BetaNXT supports electronic voting with all vote agents, including ISS, Glass Lewis, and Egan Jones

MIC Shareholder

Enhance your clients’ experience with MIC Shareholder by providing a convenient online location to access shareholder communications and vote on proxy ballots.

An intuitive online dashboard that displays upcoming meetings and votes, plus latest and historical documents
Online tracking of meetings and voting events, request a legal proxy, register for virtual meetings, and cast proxy and reorg votes online
Manage delivery preferences by service: proxy, statements, corporate actions, reports

MIC Operations

Centralizing management of your entire investor communications program, MIC Operations ensures a consistently excellent client experience.

An intuitive online dashboard that provides end-to-end visibility of your program makes it easy to understand its overall health
Proactively highlights emerging risks – such as depository discrepancies, potential overvotes and post-sale exceptions – and facilitates rapid resolution
Powerful search and filter tools pinpoint the delivery status of investors’ proxy materials, prospectuses and tender offers, plus proof of delivery reporting

Investor Communications

Our comprehensive and flexible technology enables effortless access, viewing, participating in proxy voting and other elections for investors and their advisors. Coverage includes:

Proxy material, distribution, voting and tabulation
Pre- and post-sale prospectus delivery
On-going regulatory report distributions
Combined trade confirmations with summary prospectus
Voluntary reorg and bankruptcy notices
Global proxy and SRD II
End-to-end corporate actions
Class actions

MIC Shareholder

Enhance your clients’ experience with MIC Shareholder by providing a convenient online location to access shareholder communications and vote on proxy ballots.

An intuitive online dashboard that displays upcoming meetings and votes, plus latest and historical documents
Online tracking of meetings and voting events, request a legal proxy, register for virtual meetings, and cast proxy and reorg votes online
Manage delivery preferences by service: proxy, statements, corporate actions, reports

MIC Operations

Centralizing management of your entire investor communications program, MIC Operations ensures a consistently excellent client experience.

An intuitive online dashboard that provides end-to-end visibility of your program makes it easy to understand its overall health
Proactively highlights emerging risks – such as depository discrepancies, potential overvotes and post-sale exceptions – and facilitates rapid resolution
Powerful search and filter tools pinpoint the delivery status of investors’ proxy materials, prospectuses and tender offers, plus proof of delivery reporting

Proxy material, distribution, voting and tabulation
Pre- and post-sale prospectus delivery
On-going regulatory report distributions
Combined trade confirmations with summary prospectus

Voluntary reorg and bankruptcy notices
Global proxy and SRD II
End-to-end corporate actions
Class actions

Let's Talk

How can we be part of your future? Fill out the form to arrange a conversation and tell us.

Issuer Solutions

Broker Solutions

How We Do It

Singular Client Experience

Drives Digital Adoption

Increased Operational Efficiency

Powerful Simplification

Comprehensive Solutions

MIC Wealth Manager

MIC Wealth Manager

MIC Shareholder

MIC Operations

Investor Communications

MIC Shareholder

MIC Operations

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Powering the future of connected wealth.