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CONTACT US
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    Our Capabilities

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

    DataXChange

    Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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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.

    Leadership Team
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    Client Access

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

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    Our Resources

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

    The 2025 Shareholder Meeting Guide
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    Intermediary Insight

    Enhance your audit oversight process 

    Experience a smarter way to manage audit report reviews with BetaNXT’s Intermediary Insight. This innovative solution brings consistency and clarity to evaluating distribution partners by leveraging the ICI’s FICCA framework. Asset managers can eliminate tedious oversight tasks and refocus their energy on strategic initiatives that truly drive value. 

    Capabilities

    Expert Audit Report Analysis

    Engage BetaNXT experts to thoroughly review documentation and map each finding to the ICI’s FICCA framework, providing side-by-side comparisons, swift detection of anomalies and clear prioritization for timely follow-up. 

    Enhanced Reporting and Data Consolidation

    Quickly navigate and share results, highlight exceptions or gaps, and uncover actionable trends and benchmarks with dynamic, customizable online reports. Clients can also incorporate FINRA findings to create comprehensive and insightful reports tailored to their needs. 

    Access to Industry Intelligence

    Unlock a wealth of industry knowledge through our extensive client and industry community. Collaborate with experts and our team to share innovative ideas, exchange best practices and elevate your organization’s oversight practices. 

     

    Our Advantage

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    Operational efficiency

    Experience a smarter, faster approach to audits. Streamlined workflows eliminate manual audit report reviews and repetitive follow-ups, so you spend less time on paperwork and more time driving results.

     

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    Enhanced oversight and control

    Capture all control details in one place, quickly spot important issues, and prioritize your follow-up on what matters most. This efficient process streamlines intermediary reviews and strengthens your overall oversight.

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    Strategic focus

    Refocus your efforts on strategic initiatives and action planning while simplifying the way you report to your shareholders. By streamlining critical tasks, you’ll spend less time on administrative hurdles and more time driving impactful results. 

    Related Insights

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    Essential Elements of Fund Board Reporting: A Board’s Perspective

    Discover how automated fund board reporting enhances accuracy, compliance and strategic decision-making, empowering boards to better serve stakeholders.

    enhancing-efficiency-in-intermediary-oversight

    Enhancing Efficiency in Intermediary Oversight

    Discover how BetaNXT improved oversight efficiency and transparency for a leading investment management firm through advanced solutions and automation.

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    Let's Talk

    How can we be part of your future? Fill out the form to arrange a conversation and tell us.