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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

Press Releases

BetaNXT Names WealthTech Veteran Robert Santella as CEO in Planned Transition

May 29, 2024

Stephen C. Daffron, will Remain Engaged with BetaNXT as Executive Chairman, Effective July 1, 2024

BetaNXT Introduces Revolutionary MIC Platform for Centralizing and Optimizing Investor and Advisor Communications

April 4, 2024

Enhanced Digital-First Secure Ecosystem Utilizes Streamlined, Interconnected Data to Resolve Challenges for Brokers that Historically Relied on...

Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI

December 13, 2023

Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution...

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

September 14, 2023

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

BetaNXT Appoints Sherry Moreland President of Mediant Communications

June 28, 2023

New York, NY—(PR Newswire)—BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor...

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

May 17, 2023

Investor Communications Technology Improves the Advisor and Investor Experience

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

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...

| 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
55 Broadway, 8th Floor
New York, NY 10006

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