Fund Transfer Agent & 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, streamlining processing for 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
Gain full control of every account type with complete transparency into balances, valuations, cost basis, and transaction history—streamlining operations and boosting efficiency.
Extensive Reporting
Satisfy client reporting needs with robust standard reports and dynamic ad hoc tools, enabling customized report creation tailored to their unique business demands.
Improved Service and Retention
Elevate the client experience with an intuitive self-service portal offering instant access to account and fund information. Provide modern, detailed statements through fast, flexible delivery—keeping your clients continually informed and engaged.
Empowerment Through Flexibility
Leverage an agile, rules-based platform designed to evolve with your clients’ ever-changing business needs. Our modular and adaptable approach ensures seamless support for new regulations and product offerings, keeping your operations ahead of industry demands.
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