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

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Our Capabilities

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

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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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BetaNXT

BetaNXT Introduces Operations as a Service (OPaaS) Solution for Wealth Management Firms at SIFMA Ops

May 16, 2023

Stephen C. Daffron Discusses Data Science and Management, Operational Challenges Confronting Wealth Firms in Fireside Chat

Agenda: Sherry Moreland on Young Retail Investors Showing Muscle on AGM Votes

April 12, 2023

This article originally appeared in Agenda (login required) on April 10, 2023. In a recent article in Agenda, a subsidiary of the Financial Times,...

BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications

March 1, 2023

Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions.

BetaNXT Names Peter Smith as Chief Financial Officer

February 13, 2023

Appointment Enhances Leadership Team and Signals a Continued Focus on Operational Excellence

PLANADVISOR Mentions BetaNXT’s Adviser Product Partnerships

November 22, 2022

BetaNXT partners with Envision Financial Systems, a provider of real-time investor recordkeeping solutions

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting

November 21, 2022

Enables turnkey accounting services for broker-dealers and TAMPs

BetaNXT Builds Momentum with Hiring of Industry Veteran Dan Ciavarella to Lead Sales & Relationship Management

September 13, 2022

A seasoned sales and marketing veteran, Mr. Ciavarella will report directly to BetaNXT Chairman and Chief Executive Officer Stephen C. Daffron

BetaNXT Names Thomas F. Ryan Chief Legal Officer and Corporate Secretary

September 8, 2022

In his role, Tom will be responsible for developing and leading the future-state legal and governance function for BetaNXT.

Mediant's New Omnichannel Tools Help Issuers Achieve Quorum & Proposal Passage

January 26, 2022

As Brokers Continue Eliminating Discretionary Voting Practices, Mediant Introduces Mediant Engage™ Suite Enabling Issuers to Meet Quorum Requirements...

Sherry Moreland on Preparing for a Post-IPO Annual Meeting

November 18, 2021

In a recent article in CrunchBase News, Mediant President and COO Sherry Moreland discusses how companies should be prepared to host annual...

Mediant Skill in Alexa Enables Shareholders to 'Voice' Their Proxy Votes for the Investments They Hold

September 20, 2021

Additional Point of Access for Shareholders Further Simplifies Shareholder Voting & Participation in Virtual Meetings

New Mediant API Enables Beneficial Shareholders Easy Access to Virtual Annual Meetings

March 3, 2021

Industry Working Group Supports Best Practice Solution for Ensuring Shareholders can Easily Participate in Any Virtual Meeting; API is Ready in Time...

| January 3, 2024

“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management. The pace of change in our industry has been remarkable and continues to accelerate. We are at the apex of a steepening demand curve driven by a new generation of investors who require easy access to near real-time information delivered with context and substance. 

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U.S. Media Relations

By Mail
BetaNXT Attn: Media Relations
55 Broadway, 8th Floor
New York, NY 10006

By Email
mediarelations@betanxt.com