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CONTACT US
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    Our Capabilities

    We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

    DataXChange

    Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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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.

    Leadership Team
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    Engage With Us

    BetaNXT in the News
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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.

    The 2025 Shareholder Meeting Guide
    Other Resources

    Issuer Solutions

    Mediant helps corporate issuers, mutual funds, insurance, and alternative investment (REIT) firms advance the digital transformation of proxy management, investor communications and shareholder meetings.

    Account & Asset Servicing

    BetaNXT provides a market-leading, middle- and back-office technology platform enabling clients to automate and streamline their securities, custody, and operations processes with real-time data APIs and integrated workflows across the entire account and asset servicing lifecycle.

    How We Power Your Business

    BetaNXT enables clients to take control of their account and asset servicing operations through scalable, secure, and modern technology. We provide comprehensive support for portfolio valuation, account management, tax solutions, corporate actions, core books and records requirements, income collection, and more.

    Cost Basis & Tax Reporting

    BetaNXT provides cost basis reporting, tax information reporting, and tax optimization tools. These elements can be offered together or independently and may be combined with managed services to streamline processes.

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    Corporate Actions

    BetaNXT improves corporate actions processing with automated workflows and controls, reducing manual steps and meeting deadlines. CastX transforms the management of voluntary corporate actions by reducing risks, minimizing errors, and enhancing transparency and efficiency.

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    Account Opening

    Streamlined and simple to use, our platform ensures advisors can quickly and seamlessly open accounts via APIs or a modern user interface.

     

    Books and Records

    Our books and records function serves as the system of record for all client accounts and holdings, capturing transactions and position changes in real-time.

     

    Investments Processing

    We maintain position records, process income and distributions, and manage account-level activities including purchases, redemptions, and transfers.

     

     

    Connect With Us

    Let us know how we can help you!

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    Insights

    BetaNXT Launches Comprehensive Solution to Help Firms Stay Ahead of SEC’s New SEA Rule 15c3-3 Reserve Calculation/Reporting Requirements


    April 2, 2025

    BetaNXT ReservePro is Designed to Reduce Risk, Facilitate Data Collection, Aggregate Inputs Across Business Units & Centrally Store All Supporting...

    BetaNXT Unveils BetaNXT CastX to Enhance Corporate Actions Management


    March 7, 2025

    FinancialDirectorEurope.com's tech journalist Swagath Bandhakavi outlines how our new product CastX will change the way brokers and advisors manage...

    Modernizing Corporate Actions Processing: Enhancing Efficiency and Accuracy


    November 12, 2024/ 1 Min Read

    The corporate actions lifecycle is time-consuming, prone to errors, and costly. Despite the widespread adoption of digital technology throughout the...