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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.

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AI at BetaNXT

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

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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.

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 2026 Shareholder Meeting Guide
Other Resources

Events

July 2026

Society of Corporate Governance National Conference

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Nashville, TN

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July 7-10

Harmony doesn’t happen by chance - it is intentionally structured, carefully facilitated, and deliberately sustained. At this year’s National Conference, we’re celebrating the corporate governance professionals who foster harmony in their organizations, orchestrating balance among diverse perspectives, priorities, and pressures, and enabling a range of voices to be heard in achieving a unified purpose: advancing their organization’s strategy in a world defined by complexity and constant change.

The Society’s National Conference is the premier annual governance event in the U.S., with compelling programming and a unique opportunity to connect with peers, corporate directors, investors and other experts in the governance field.

See us at booth #205

Exhibiting and Attending

SSA 2026 Annual Conference

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Boston, MA

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July 19-21

The SSA 2026 Annual Conference will be held July 19–21 in Boston, Massachusetts, offering valuable opportunities for learning, networking, and collaboration with industry professionals. Issuers are invited to arrive Sunday afternoon for the Issuer Only Session at 3:00 p.m., while all other attendees should plan to arrive in time for the Sunday evening event at 6:00 p.m.

The program will conclude with a closing dinner on Tuesday evening at the Carrie Nation Restaurant and Cocktail Club, with all official conference activities wrapping up by 8:00 p.m. To fully experience everything the conference has to offer, we recommend planning your departure for Wednesday morning.

Laura Franconi, Head of Issuer and Broker Solutions, will be speaking on Tuesday, July 21 on Governance/Annual Meetings.

 

Attending and Speaking

September 2026

2026 SIFMA Global Tax Reporting Symposium

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New York, NY

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September 29

This fall, SIFMA and WSTEC are hosting the 2026 Global Tax Reporting Symposium to explore:

    • Hot Topics including deregulation and state issues
    • International Reporting and withholding issues
    • Crypto and Digital Assets and potential tax implications
    • Audits and Tax Controversy
    • And more

Top tax experts will gather to share key updates on the complex and evolving tax compliance regimes that financial services firms are facing today, and attendees will be eligible for CLE and CPE credits in New York State.

Sponsoring & Attending

More Info and to Register

October 2026

SIFMA Operations Red Group Roundtable

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Charleston, SC

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October 14-16

Sponsoring, Attending, and Speaking

 

SIFMA Annual Meeting

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Washington DC

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October 19-20

Capital markets drive opportunity, innovation and growth.

As the voice of the U.S. securities industry, SIFMA represents investment banks, wealth managers, broker-dealers, and asset managers in advocating for resilient, effective capital markets that serve corporations, governments, individuals, and more. Together, we are Invested in America.

SIFMA’s Annual Meeting is an invitation-only gathering that convenes the most influential voices in public policy and finance to examine the issues and opportunities shaping the markets, the industry, and the economy.

Sponsoring and Attending

More Info and to Register

 

November 2026

Nicsa Asset & Wealth Management Summit

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Boston, MA

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November 10-11

More information to come

 

Sponsoring and Attending

 

May 2027

SIFMA Ops 2027

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Phoenix, AZ

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May 10-13

SIFMA Ops is the leading four-day conference and exhibition—now in its 50+ year heritage—bringing together buy‑side and sell‑side operations, technology, and regulatory professionals from across the securities industry. It serves as a dynamic forum for sharing insights, shaping strategy, and driving innovation in financial operations. 

Participants include C-suite executives, heads of operations and technology, regulatory counsel, risk officers, and key decision-makers. With over 900 attendees, 120+ speakers, and 40+ exhibitors, the event delivers a rich blend of strategic content, best practices, and peer networking. 

Sponsoring, Attending, & Speaking