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Our Businesses

Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

Beta
Maxit
Mediant

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.

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Our Resources

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

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BetaNXT Homepage

The Future of Connected Wealth

BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions

| May 22, 2024

We've been working with clients and industry partners to prepare for T+1, providing support and leadership along the way. Planned and tested platform upgrades, as well as integrated new solutions and workflows to automate and accelerate the post-trade processes.

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In The News

PRESS RELEASES | April 4, 2024

BetaNXT Introduces Revolutionary MIC Platform for Centralizing and Optimizing Investor and Advisor Communications

BetaNXT's Mediant business has launched the MIC platform, designed to streamline workflows for brokers, advisors, and investors while transforming investor and client communications. Its is an integrated solution that embodies a holistic approach to connecting data seamlessly throughout the investor and client communications lifecycle.

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The annual meeting is an important opportunity for issuers to update their shareholders on company developments, answer their questions and vote on proposals. Mediant’s 2024 Proxy Guide provides insights and information needed to distribute proxy material to beneficial holders and support issuers through the process.

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Our Businesses

Beta

Built to anticipate and eliminate challenges in the investment lifecycle, Beta delivers a solution set that ensures our clients and the advisors and investors they serve never miss a growth opportunity. We provide core information powering workflow applications, managed data for various integrated processes, and order management tools supporting essential trading activities.

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Maxit

Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements.

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Mediant

Mediant provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers. Our innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.

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Explore job openings and opportunities to join our team 

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