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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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    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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    The Future of Connected Wealth

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

    In The News

    In the News | July 11, 2024

    BetaNXT recognized as a Top 25 WealthTech Company for 2024

    BetaNXT was acknowledged for addressing integration challenges, enhancing advisor productivity, and reducing enterprise costs.

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    INSIGHTS
    | July 9, 2024

    BetaNXT: A Private Equity Success Story.

    Stephen C. Daffron talks about the significance of data transparency and interconnected data, and how the modern investor is shaping the demand curve.

     

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    RESOURCES

    2024 Proxy Guide

    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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    BetaNXT ignites careers around the globe.

    Explore job openings and opportunities to join our team 

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