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Our Capabilities

We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

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DataXChange

Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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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


January 2026

Society of Corporate Governance ESSENTIALS

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Orlando, FL

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January 27-29

The Society for Corporate Governance is once again hosting our popular Essentials conference. With a program designed to provide a comprehensive learning experience loaded with practical knowledge and insights, attendees will leave the conference equipped with the essentials for effective corporate governance.   

Sessions are led by seasoned practitioners in an interactive setting, with ample opportunities to engage, ask questions, and discuss real-world challenges. We hope to see you there!

Attending

 

February 2026

ICI Innovate

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Houston, TX

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February 3-5

Get Ready to Reimagine Asset Management at 2026 ICI Innovate!

Join the brightest minds in operations, compliance, and technology as ICI Innovate returns with a bold agenda focused on the future of asset management. Over three days, you'll explore cutting-edge innovations and connect with the industry leaders driving transformation across the asset management industry.

Sponsoring & Attending

 

Nicsa Strategic Leadership Forum

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Miami, FL

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February 23-25

A signature event for senior executives across the asset and wealth management industry.

Experience the energy of Miami at the JW Marriott Turnberry — a premier destination for forward-thinking discussion and meaningful connection.

  • High-impact leadership lessons from Emmy-winning Saturday Night Live producer Lindsay Shookus.
  • Annual Face the Membership session moderated by Tyler Mathisen, former CNBC Anchor and Correspondent, featuring Ed Murphy of Empower, and Cathie Wood of ARK Investment Management.
  • Deep dives into digital assets, AI, regulation, retirement innovation, and the future of wealth platforms.
  • Inclusive networking events, including the Nicsa Gives Back community experience, golf and pickleball tournaments, and the Future of the Industry Mixer uniting executives and rising stars.

Sponsoring & Attending

 

March 2026

InvestOps USA

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Orlando, FL

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March 9-11

Connect with COOs and Heads of Investment Operations from the top Asset Managers, Hedge Funds, Pension Funds and Insurance Firms

Buy Side operations teams are under increasing strain to develop the capabilities and skill sets required to support evolving products and client demands, whilst consolidating operating models, ensuring regulatory compliance and managing margins.

At InvestOps USA, you’ll gain the actionable advice you need from experienced Buy Side operations leaders on:

  • How to create and scale operational workflows that support more complex asset classes and product types 
  • How AI is revolutionizing the way operations teams work and what the future holds 
  • Which operational model designs will enable firms to futureproof business growth 
  • Why data continues to be the lifeblood that will fuel and unlock enhanced operational performance 

Sponsoring, Attending, & Speaking

 

38th Annual Tulane Corporate Law Institute

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New Orleans, LA

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March 19-20

Since the first Institute in 1988, the best and brightest M&A and securities practitioners, Delaware Supreme Court and Court of Chancery judiciary, leading corporate counsel and Wall Street investment bankers have gathered every spring for the Tulane Corporate Law Institute. Now recognized as one of the premier M&A, corporate and securities law conferences in the country, the Tulane Corporate Law Institute continues to deliver an unparalleled educational and networking experience.

Attending

 

ICI Investment Management Conference

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Palm Desert, CA

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March 22-25

IMC is the premier opportunity to engage with peers and hear directly from regulators and other experts about the issues facing asset managers today.

Who should attend? 

We welcome everyone who serves the investment management industry in any role. This conference offers valuable programming and networking opportunities for industry professionals, including asset managers, service providers, board members, and legal and compliance personnel.

Don't miss this exclusive opportunity to connect with industry leaders, gain insights, and expand your network. 

Sponsoring & Attending

 

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

 

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