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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.




True Innovation Requires Revolutionary Partnerships

December 13, 2023 / 1 Min Read

This week, we announced a groundbreaking partnership with TIFIN AMP that promises to reshape the landscape of fund distribution. This alliance marks...

5 Key Facts about the New Tailored Shareholder Reports

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...

Navigating the SEC Name Change Ruling

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...

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...

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...

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...

How Funds Can Solve the Beneficial Ownership Communications Challenge

March 21, 2023 / 2 Min Read

In the 1980s, the Securities and Exchange Commission (SEC) introduced the Objecting/Non-Objecting Beneficial Owner (OBO/NOBO) classification...

Person working on laptop with document management icons

5 Ways to Drive eDelivery Adoption

September 30, 2022 / 1 Min Read

Americans are online more than ever these days, including more than 93% of adults, according to the Pew Research Center. What’s more, results from a...

| 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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