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Our Businesses

Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.


Our Capabilities

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

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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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Client Access

Current clients can access support systems and request assistance with enhancements and upgrades.


Our Resources

Solutions Overviews, Press Package, Process will find them all here.



Enhancing Shareholder Experience and Engagement Through E-delivery and Interactive Communications

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...

Integrated Online Platform Optimizes the Investor Experience for Annual Meetings

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...

Investment Funds Explore Name Changes as SEC Takes Aim at Greenwashing

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...

SIFMA’s 2023 Annual Meeting: Fireside Chat with Stephen C. Daffron

November 13, 2023 / 7 Min Read

A conversation with Stephen Daffron, Chairman & CEO of BetaNXT and Joe Seidel, Chief Operating Officer of SIFMA on the current shifting...

How Consolidating All Tax and Cost Basis Services Boosts Revenue and Reduces Risk

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...

Updates to SRD II: Recommendations from the ESMA and EBA Review

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...

7 Common Myths About Virtual Annual Meetings Debunked

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...

Two Ways to Avoid Mailing Delays and Cost Increases to Shareholder Communications

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...

How Retail Investors Can Be a Company’s Best Ally

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...

4 Steps to Keep Your Shareholders Engaged Year-Round

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?

The Best Ways for Issuers to Reach and Engage Retail Shareholders

October 19, 2023 / 2 Min Read

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...

T+1: Why This Time Feels Different from T+2

October 18, 2023 / 1 Min Read

Learn the genesis of each shortening of the settlement cycle, why T+1 is an event-driven mandate with a higher degree of complexity, and more.

| January 3, 2024

“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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