Corporate Actions Solutions

BetaNXT CastX revolutionizes the way wealth management firms manage corporate actions. Our innovative solution automates the corporate actions lifecycle — reducing risks, minimizing errors, and improving transparency and efficiency.

CastX leverages our DataXChange platform and draws upon our expertise in investor communications, securities processing, and tax and cost basis reporting. Firms have the flexibility to adopt individual modules or the full CastX solution, based on their specific needs.

Sourcing and Set Up

Automated sourcing, scrubbing, and sharing of corporate action events.

Notification

Omni-channel delivery of user-friendly notifications and reports.

Election Capture

Digital tools for election submissions and tracking.

Election Submission

Streamlined DTCC submissions to reduce errors.

Allocation

Automated transaction processing for entitlements.

Cost Basis

Allocates cost to new securities and to calculate gain/loss for taxable events.

Reduce Operational Risk

Minimize the risks associated with high-touch, manual processes through advanced automation.

Elevate the User Experience

Enhance transparency and communication with our seamless omni-channel distribution and intuitive election capture tools for investors and advisors.

Support Growth

Scale at your own pace, with flexibility to select the entire suite or specific modules to meet your needs.

Integrate Seamlessly

Minimize disruption and enhances operational efficiency from day one.

Drive Digital Adoption

Our digital-first approach allows firms to seize opportunities to drive digital adoption.

Improve Compliance

Stay compliant with comprehensive audit trails, real-time compliance monitoring, and customizable reporting.

Modernizing Corporate Actions Processing

The white paper examines the problems with today’s corporate actions lifecycle, who is most affected, and their challenges. It explores the drivers for change and advancements in systems connectivity that herald genuine, end-to-end automation of corporate actions processing.

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BetaNXT Launches BetaNXT CastX

This press release outlines how BetaNXT's CastX revolutionizes and streamlines end-to-end management of corporate actions with automated, data-driven insights for advisors and investors, enhancing financial engagement and operational efficiency.

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Issuer Solutions

BetaNXT CastX

An End-to-End Solution