BetaNXT

Beta

Streamlining securities processing and enriching our customers’ operational control.

Beta is self-clearing securities processing solution that enhances operational control for wealth management firms and drives compelling differentiation for advisors and the clients they serve.

Built on years of expert knowledge and hands-on experience, Beta provides critical back-office controls including corporate action management, middle office exception management, and front office account management and trading tools for advisors.

Maxit

Reducing tax reporting burden and advancing our customers’ focus on core business activity.

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.

Mediant

Delivering investor communications solutions to banks, brokers, corporate issuers, and funds.

Mediant’s solutions are driven by leading technology and strict compliance with industry regulations, which allows clients to balance innovation with requirements. Mediant enables banks and brokers to effectively manage all potential touchpoints within the investor communications lifecycle — from proxy statements and prospectuses to voluntary corporate actions. Mediant provides corporate issuers with turnkey proxy processing, and empowers mutual funds, REITs and insurance companies with a full-service, end-to-end proxy solution.
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