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Broker-Dealers

Automated critical trading, clearing, servicing, and operational workflows to increase efficiency and control.

Advisors & Wealth Managers

Simplify advisor workflows and account servicing to improve productivity and client experiences.

Issuers

Simplify investor communications, proxy voting, and governance while strengthening shareholder engagement.

Asset Managers

Streamline fund operations, data management, and oversight to improve efficiency, transparency, and control.

Trading & Execution

  • Execute basket, block, and multi-leg orders through a single rules-based engine
  • Automate compliance and risk checks across the trade lifecycle
  • Enable market connectivity while supporting increasing transaction volumes

Wealth & Advisory

  • Automate onboarding, processing, and account workflows end-to-end
  • Unify client, portfolio, and market data for faster advisor decisions
  • Deliver digital-first experiences that deepen client trust
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Asset Servicing

  • Centralize servicing and oversight across every account and asset type
  • Manage the full lifecycle from onboarding through ongoing events
  • Service alternatives, annuities, IRAs, and digital assets at scale

Clearing & Settlement

  • Automate post-trade processing across transaction types and global markets
  • Connect directly to clearing houses, custodians, and multi-currency settlement processing
  • Surface exceptions early with real-time settlement visibility

Fund Administration

  • Automate fund trading, reconciliation, and straight-through processing
  • Automate complex fee, billing, and revenue-sharing processes
  • Scale transfer agency and recordkeeping across global fund structures

Operations as a Service

  • Reduce costs and operational risk with outsourced middle- and back-office support
  • Scale efficiently with experienced operations and asset servicing specialists
  • Unlock new revenue opportunities through scalable operational support

Securities & Financing

  • Automate end-to-end securities financing and clearing workflows
  • Optimize collateral and capital while reducing counterparty exposure
  • Access NSCC markets directly through BetaNXT connectivity and scale

Workflow & Automation

  • Unify back- and middle-office operations in one modern interface
  • Automate task routing, rules, and exception handling to reduce manual work
  • Trigger real-time workflows across internal, external, and market systems
  • Overview

Recordkeeping & Reporting

  • Maintain accurate, consistent records across accounts and transactions
  • Extend readiness across tax, cost basis, custody, and digital assets
  • Centralize data to strengthen oversight, control, and reporting visibility

Regulatory Reporting

  • Automate regulatory reporting and compliance monitoring at scale
  • Consolidate data and calculations across a single integrated platform
  • Maintain audit trails and adapt as regulatory requirements evolve
  • Overview

Broker Services

  • Bring investor communications and event processing into a single streamlined workflow
  • Deliver voting experiences that drive digital adoption
  • Strengthen compliance with real-time tracking and automated controls

Client Communications

  • Create and deliver critical client communications across every channel
  • Validate documents with AI-powered rules before they reach clients
  • Create and compose content with intuitive self-service tools

Fund Services

  • Simplify proxy management from solicitation through tabulation
  • Give investors proposal-level voting choice at scale
  • Strengthen vote accuracy through reconciliation, audit, and reporting

Issuer Services

  • Manage the full proxy lifecycle from distribution through tabulation
  • Drive shareholder engagement across channels
  • Centralize proxy management and access voting data through the MIC Issuer Portal

DataXChange

  • Deliver trusted enterprise data through a unified data platform.
  • Eliminate silos by standardizing data from multiple sources
  • Apply AI to surface insights, automate decisions, and drive action

Other Data Services

  • Exchange wealth data securely through scalable, developer-ready APIs
  • Centralize and standardize mutual fund and account data across the firm
  • Automate data flows to reduce manual re-keying and errors
  • Front Office

    Real-time data and automation speed trade execution and client service, giving advisors and traders the tools to act faster and serve clients better across every channel.
  • Middle & Back Office

    Automated processing cuts errors, reconciles data, and streamlines operations, reducing manual work while scaling to handle growing transaction volume without added staff.
  • Compliance & Regulatory

    Built-in controls and audit trails keep firms ahead of requirements, supporting regulatory reporting and reducing risk exposure across trading, servicing, and communications.
  • Investor Communications

    Digital delivery and proxy tools improve investor engagement and accuracy, replacing manual notifications with omni-channel communications investors actually read and act on.
  • Data Services

    A unified data platform powers reporting, analytics, and integration, connecting front, middle, and back office systems to support faster, better-informed decisions.

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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Current clients can access support systems and request assistance with enhancements and upgrades.

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Our Resources

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

The 2026 Shareholder Meeting Guide
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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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AI at BetaNXT

Accelerate your AI strategy, with a platform purpose-built for your operational realities and a partner committed to your success.

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Who We Serve

BetaNXT invests in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive, front-to-back securities processing, tax, and investor communications solution.

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

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NEW YORK, N.Y.—(PR Newswire)—Mediant, a leading provider of investor communications technology and technology-enabled solutions to banks, brokers, corporations, and funds, now offers its "Vote My Proxy" skill in Amazon Alexa, allowing shareholders to speak their annual proxy votes on proposals and director elections from corporate and fund issuers. Using Mediant's "Vote My Proxy" skill in Alexa, shareholders can securely and seamlessly vote for proposals and director candidates individually or all at once. Shareholders can vote for, against, or abstain, and can also choose to withhold their votes.

"More than 100 million Alexa-enabled devices have been sold, making Alexa a key component in millions of Americans' daily routines," said Sherry Moreland, President and Chief Operating Officer of Mediant. "The growing number of Alexa users expect to be able to use this tool in more ways, and now, they can harness Mediant's technology through Alexa to make sure their 'voices' as shareholders are heard."

Mediant’s proxy voting capability via Alexa was tested by a number of firms during the 2021 proxy season, including Cantor Fitzgerald Income Trust. The "Vote My Proxy" Alexa skill will be made available to all corporate and fund issuers for the 2022 proxy season.

"As investors in a company, shareholders have the right to be heard when it comes to that company's direction," said Ms. Moreland. "Providing shareholders with multiple points of access for making their voices heard can only strengthen the digital transformation of companies' investor relations efforts—and, ultimately, enhance their brands."

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

March 03 2021 / 2 Minute Read

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

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...

Proxymity launches Vote Connect in the North American market, bringing a breakthrough in digital proxy voting

September 14 2023 / 4 Minute Read

Vote Connect brings new choice and freedom to intermediaries for their North American proxy voting requirements and introduces new levels of...