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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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    Counterparty Management

    Simplify and strengthen collaboration between asset managers and fund distributors 

    BetaNXT’s Counterparty Management solution enhances the management of fund partner relationships. Asset managers benefit from centralized oversight of distribution partners, supported by automated workflows and unified data for governance and regulatory compliance. Fund distributors gain direct access to essential information, reducing manual tasks and enhancing operational transparency. This empowers both asset managers and distributors to manage relationships with greater confidence, efficiency and clarity.

    Capabilities

    Centralized Data Management

    Aggregates qualitative and quantitative data—including contact details, fee structures and performance metrics—into a unified, comprehensive repository.

    Workflow Process Automation

    Automates onboarding, contract execution, document management and annual reviews with auditable workflows that ensure quality control.

    Dashboard Analytics

    Provides real-time insights by aggregating data from across the organization into intuitive dashboards.​

    User-Friendly Portals

    Enables seamless navigation and task automation through intuitive interfaces that provide real-time status updates.

     

    Our Advantage

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    Improved compliance and oversight

    Ensures all steps are completed and documented, supporting regulatory and internal audit requirements.

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    Increased operational efficiency

    Reduces manual effort and resource fatigue by automating complex, time-consuming processes.

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    Enhanced transparency and collaboration

    Enables asset managers and fund distributors to share critical information, improving communication and trust.

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    Enables faster decision-making

    Equips teams with actionable, data-driven insights to evaluate and manage relationships effectively.

    Related Insights

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    Enhancing Efficiency in Intermediary Oversight

    Discover how BetaNXT improved oversight efficiency and transparency for a leading investment management firm through advanced solutions and automation.

    essential-elements-of-fund-board-reporting-a-boards-perspective

    Essential Elements of Fund Board Reporting: A Board’s Perspective

    Discover how automated fund board reporting enhances accuracy, compliance and strategic decision-making, empowering boards to better serve stakeholders.

    revolutionizing-counterparty-management-with-automated-workflows

    Revolutionizing Counterparty Management with Automated Workflows

    Automated workflows revolutionize counterparty management with streamlined processes and enhanced efficiency for fund distributors and asset managers.

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