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Our Businesses

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


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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Client Access

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


Our Resources

Solutions Overviews, Press Package, Process will find them all here.


BetaNXT in the News

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. 


U.S. Media Relations

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BetaNXT Attn: Media Relations
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New York, NY 10006

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