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

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    Who is BetaNXT?

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    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...

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    INSIGHTS
    | January 3, 2024

    How to Improve the Advisor and Client Experience in 2024 — and Beyond

    “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

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

    By Email
    mediarelations@betanxt.com