Skip to the main content.

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.

Read More

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.

Read More

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.


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

This article originally appeared in CrunchBase News

Agenda: Sherry Moreland on the Pros and Cons of Mobile Proxy Voting

August 08 2023 /

This article originally appeared in Agenda (login required) on August 4, 2023.

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,...

PLANADVISOR Mentions BetaNXT’s Adviser Product Partnerships

November 22 2022 / 1 Minute Read

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