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Associate Member

BetaNXT, Inc.

BetaNXT is a leading provider of frictionless wealth management enterprise solutions, powered by real-time data capabilities. We support key stakeholders across the financial services ecosystem—including broker-dealers, advisors, wealth managers, issuers, asset managers and transfer agents.  

Our integrated approach empowers clients with scalable trading and settlement services, robust asset servicing capabilities, regulatory-compliant investor communications, and advanced data management and analytics. BetaNXT’s solutions streamline operations, enhance productivity, strengthen compliance and

Associate Member

Computershare Fund Services

Computershare Fund Services (CFS) delivers comprehensive proxy solutions for organizational events across mutual funds, closed-end funds, ETFs, life and annuity products, and a range of alternative investments and vehicles, including Real Estate Investment Trusts (REITs). In addition, we provide end-to-end compliance and regulatory mailing solutions to support our clients’ governance and reporting obligations. As a preferred proxy solicitor for mutual fund issuers, insurance companies, and annuity providers, CFS brings deep industry knowledge and an experienced proxy team capable of managing

Associate Member

Norm AI

Norm Ai is the Legal & Compliance AI Company trusted by the world's most sophisticated regulated firms managing over $30T in assets to help them move faster, reduce risk, and unlock growth across critical legal, compliance, and business workflows. 

Associate Member

Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. 

Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A

Associate Member

Envision Financial Systems, Inc

Envision is the leading provider of real time shareholder recordkeeping and service solutions for investment companies. These solutions help our clients operate with greater efficiency through advanced process automation, while maintaining the highest levels of compliance. Further we help organizations grow, improve, and handle change with confidence and expediency. Fundamentally, we are focused on innovation, flexibility, and a forward looking approach to problem solving. 

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2026 Investment Company Fact Book


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You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

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