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CONTACT US
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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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    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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    Engage With Us

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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
    Other Resources

    Fund Transfer Agent and Recordkeeping

    Streamline operations with our powerful fund transfer agent and recordkeeping solution

    BetaNXT’s Fund Transfer and Recordkeeping solution offers a flexible, cross-border system for transfer agent and shareholder recordkeeping, designed to seamlessly process mutual funds, hedge funds, collective funds, UITs, closed-end funds and virtually any type of pooled asset.

    Capabilities

    Comprehensive Pooled Asset Coverage

    Manage every kind of pooled asset effortlessly within one unified platform, giving your clients the freedom to customize their investment mix without limitations.

    Automated Account and Transaction Processes

    Take control of every account type and gain complete visibility over your financial data—including balances, valuations, cost basis and transaction history—enhancing efficiency and making account operations smoother than ever.

    Extensive Reporting

    Satisfy client reporting requirements with standard reports and dynamic ad hoc tools that empower clients to customize and design reports tailored to their unique business demands.​

    Improved Customer Service and Retention

    Transform the client experience with a user-friendly, self-service web portal that strengthens client connections with on-demand access to account and fund details, making every interaction smooth and stress-free. Deliver modern, comprehensive statements through fast and flexible delivery options—ensuring your clients are always satisfied and informed.

    Empowerment Through Flexibility

    Leverage an agile, rules-driven platform built to keep pace with your clients’ ever-changing business needs. Whether navigating new regulations or accommodating new product offerings, our modular, adaptable approach ensures that we keep pace with our clients’ business.

     

    Our Advantage

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    Facilitate Global Distribution Plans

    Unlock new opportunities for growth and expansion—our platform enables funds to seamlessly connect and trade with thousands of distributors across the globe, helping you reach your global distribution goals faster and more efficiently.

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    Empowerment Through Flexibility

    Benefit from an adaptable, rules-based design that evolves alongside your business, meeting new challenges and opportunities with flexibility.

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    Flexible Integration

    Integrate easily with any back-office transfer agent software—without system changes. This ensures a hassle-free transition, driving maximum efficiency and automation throughout every stage of fund trading operations.

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    Cost Efficiency

    Maximize cost savings at scale with transparent, fixed annual fees—enabling strategic resource planning and fueling long-term, sustainable growth.

    Related Insights

    Enhancing Intermediary Oversight Capabilities with Essential Solutions

    Automated solutions reduce manual processes, enhancing accuracy and strategic focus for fund managers overseeing intermediaries.

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    Connect With Us

    Let's Talk

    How can we be part of your future? Fill out the form to arrange a conversation and tell us.