6 Reasons to Choose BetaNXT’s New Self-Service Client Letters Solution
In the realm of wealth management, client letters are pivotal. Items such as welcome letters, account change, and other regulatory notices are more...
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We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.
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.
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April 29, 2024 / 2 Min Read
In the realm of wealth management, client letters are pivotal. Items such as welcome letters, account change, and other regulatory notices are more...
December 7, 2023 / 2 Min Read
Shareholder reports are changing. New rules, introduced by the Securities and Exchange Commission (SEC), require open-end mutual funds, including...
November 16, 2023 / 2 Min Read
In a move that promises to reshape the landscape of the financial industry, the U.S. Securities and Exchange Commission (SEC) has finalized a...
November 16, 2023 / 2 Min Read
Defiant against an era of ubiquitous electronic communications, the police force of Odisha, India maintains the world’s last carrier pigeon service...
November 15, 2023 / 1 Min Read
Annual meeting planning is well underway for many public companies at this time of year. Providing a customized shareholder experience is paramount...
November 15, 2023 / 1 Min Read
Ethical investing has soared in popularity as awareness of environmental, social and governance (ESG) factors has grown among both retail and...
October 25, 2023 / 2 Min Read
Taxer services are being transformed by real-time, digital data that provides foundation for automated tax reporting and cost basis accounting. The...
October 25, 2023 / 3 Min Read
Financial regulators in Europe have reviewed the functioning of SRD II, with input from issuers, investors and intermediaries. Areas for improvements...
October 19, 2023 / 3 Min Read
Virtual shareholder meetings (VSMs) continue to grow in popularity. According to the Harvard Law School Forum on Corporate Governance, the number of...
October 19, 2023 / 2 Min Read
The United States Postal Service (USPS) is continuing to increase the price of First-Class Mail, with an increase in January 2024 following the...
October 19, 2023 / 2 Min Read
The first full proxy season following the introduction of Rule 14a-19, which requires the use of universal proxy cards in contested director...
October 19, 2023 / 1 Min Read
One of the biggest ways to engage shareholders is through virtual annual meetings. But what happens the rest of the year?
“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management. The pace of change in our industry has been remarkable and continues to accelerate. We are at the apex of a steepening demand curve driven by a new generation of investors who require easy access to near real-time information delivered with context and substance.
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