Revolutionizing Counterparty Management with Automated Workflows
BetaNXT's Counterparty Management solution features flexible, automated workflows that modernize and simplify relationships between fund distributors...
Essential Elements of Fund Board Reporting: A Board’s Perspective
Fund boards hold a critical responsibility in overseeing the operations and management of investment funds. Their role is multifaceted, requiring a...
Enhancing Efficiency in Intermediary Oversight
The evolving nature of risk in a dynamic environment and an industry built on rules and regulations have led to an increased investment in oversight...
Overcoming Intermediary Fee Management Challenges
Intermediary fees make up a significant amount of a mutual fund company’s annual expenses. The complexity and the volume of these fees continue to...
Enhancing Intermediary Oversight Capabilities with Essential Solutions
As the asset management industry continues to expand, many fund managers find themselves lacking the proper infrastructure and processes to keep up...
Enhancing Shareholder Engagement: How Digital Meetings Foster Inclusivity and Accessibility
In recent years, the way companies hold annual meetings has undergone a major transformation, with many shifting from traditional in-person...
BetaNXT's Guide to the Beneficial Shareholder Voting Process
How well do your retail brokerage clients understand their rights as shareholders and the voting process for exercising them?
The Best Ways for Issuers to Reach and Engage Retail Shareholders
Rising numbers of retail investors is a welcome trend for the wealth management industry, but among issuers, it entails a new challenge: how to build...
Two Ways to Avoid Mailing Delays and Cost Increases to Shareholder Communications
The United States Postal Service (USPS) has been periodically increasing the price of First-Class Mail, reflecting ongoing changes in operational...
The Evolution of Shareholder Communications
Russ Alan Prince of Financial Advisor Magazine and Sherry Moreland from BetaNXT discuss the digitization of information flow between advisors and...
Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy
The corporate actions lifecycle is time-consuming, prone to errors, and costly. Despite the widespread adoption of digital technology throughout the...
BetaNXT takes on the data challenge with Snowflake-powered platform
The wealth tech provider is helping future-focused firms move forward on their digital journeys with a groundbreaking pilot program.
Tracking Decision-Makers' Views and Progress on Data Modernization
BetaNXT recently surveyed nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities and challenges in achieving data modernization.
