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

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DataXChange

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

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Who We Serve

BetaNXT invests in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive, front-to-back securities processing, tax, and investor communications solution.

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 2026 Shareholder Meeting Guide
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Voting choice for asset managers, brokers and investors

Tumelo and BetaNXT enable pass-through voting — also called voting choice — empowering investors to influence how pooled-fund shares are voted, while increasing engagement, loyalty and asset allocations across multiple strategies.

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How Our Pass-Through Voting Solution Works

Our end-to-end pass-through voting workflow connects asset managers, brokers and beneficial owners through a unified process.

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Invitation to participate

Investors receive communications inviting them to set their voting choice

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Policy selection

Investor voting policy choices are selected and stored for future proxy events

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Vote execution

Upcoming ballots are voted in line with each investor's selected policy

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Transparent reporting

Investor votes are recorded and accessible for insights, compliance and audits

Investment Chain Benefits

Benefits for Asset Managers

  • Win and retain clients by offering voting choice, investor alignment and product innovation
  • Expand your product offering without adding operational complexity
  • Meet fund requirements and/or extend your current voting program to reach millions of additional investors efficiently
  • Achieve data-driven insights and broad network integration for more transparent governance

Benefits for Brokers and Advisors

  • Offer turnkey investor engagement without new internal builds
  • Increase client satisfaction and loyalty, especially among younger, values-driven investors
  • Deliver a modern proxy experience
  • Ensure secure, compliant communication workflows
  • Position for the future as pass-through voting becomes an industry standard

Benefits for Beneficial Owners

  • Have a direct say in decisions at the companies you are invested in
  • Keep companies accountable
  • Use an intuitive, user-friendly platform
  • Gain insight and control over your proxy voting

What are the advantages of our voting choice solution?

  1. Purpose‑built, cloud‑native voting choice platform engineered for scale, resilience, and seamless connectivity across the voting ecosystem
  2. Works with any proxy advisor and supports fully custom voting policies
  3. Proposal-level control with easy overrides when needed
  4. Supports retail and institutional investors

Frequently Asked Questions

What is voting choice (also known as pass-through voting)?

Voting choice (also known as pass-through voting) enables institutional and retail investors in pooled or commingled funds to vote their shares.

Not quite. Voting choice enables investors to influence how their shares are voted, while the fund continues to hold and exercise the legal voting right.

No. The solution leverages existing communication and proxy distribution channels, minimizing operational lift.

They gain visibility into investor preferences, improve stewardship reporting, and strengthen alignment with investor expectations—all critical under growing regulatory and public scrutiny.

Yes. The platform is designed for large-scale distribution, communication, and preference capture across brokers and pooled-fund environments.


News & Insights

PRESS RELEASE | December 2, 2025

BetaNXT and Tumelo Partner to Open Up Shareholder Voting for Millions of Retail Investors

Integration gives asset managers brokers access to scalable voting-choice infrastructure at a time when policymakers wish to expand shareholder participation.

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| December 2, 2025

BetaNXT + Tumelo delivers a unified pass-through voting solution that empowers retail investors, streamlines operations for asset managers and sets a new standard for transparency and stewardship.

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