BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Enables turnkey services to broker-dealers and TAMPs NEW YORK, NY –November 21, 2022– Beta...
Software & Services
Investor Recordkeeping System
Business Process Management
Investor & Rep Digital Interfaces
RTQ-Asset Allocation Modeling
Trade & Bank Reconciliation System
APIs
Investor Correspondence
Automated Suitability Module
Positive Consent Transfer System
Fund Data Management Services
Omnibus Trade Reconciliation Services