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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

April 2026

FIMA US 2026

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Boston, MA

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April 22-23

For over 20 years, FIMA has been the premier conference for thousands of financial data management executives to benchmark, network, and learn among peers.

What started off as 20 people in a room discussing the future of financial data management has transformed into 300+ industry executives connecting on and off the stage.

Join the world's leading data management conference and shape the future of financial services.

 Sponsoring, Attending, & Speaking

 

ICI Leadership Summit

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Washington, DC

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April 29-May 1

 Join senior leaders and aspiring leaders from across the asset management industry at ICI’s Leadership Summit. This fast-paced conference, taking place in the heart of Washington, DC, will offer unbeatable networking opportunities. Check out the preliminary program to see the lineup of speakers and panels. 

Attending

 

May 2026

2026 Tax Reporting & Withholding Conference

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Arlington, VA

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May 4-6

The 2026 Tax Reporting & Withholding Conference brings together leading tax professionals, compliance experts, and industry stakeholders to explore the latest developments in global tax regulations, reporting standards, and withholding requirements.
 
Attendees will gain actionable insights on emerging legislation, operational best practices, and technology solutions designed to streamline tax processes and mitigate risk. This event offers a unique opportunity for networking, knowledge sharing, and preparing for the evolving regulatory landscape.


Sponsoring & Attending

 

SIFMA Ops 2026

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Marco Island, FL

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May 11-14

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

 

June 2026

NIRI Annual Conference

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Chicago, IL

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June 7-9

The NIRI 2026 Annual Conference is the premier professional development and networking event of the year bringing together IR professionals from across the U.S. and around the world. In an industry that is quickly evolving, it is crucial to keep ahead of emerging trends and developments that can impact your organization. NIRI2026 delivers the solutions and connections you need to thrive in an ever-changing and complex landscape.

From incredible keynote presentations and practical IR education, to the IR Showcase with extended hours and bonus educational programming, NIRI2026 has something to offer everyone, from those just starting their careers to professionals with decades of experience.

Attending