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    Our Businesses

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

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    Mediant

    Our Capabilities

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

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    Other Capabilities

    DataXChange

    Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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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.

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    Our Resources

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

    The 2025 Shareholder Meeting Guide
    Other Resources

    Issuer Solutions

    Mediant helps corporate issuers, mutual funds, insurance, and alternative investment (REIT) firms advance the digital transformation of proxy management, investor communications and shareholder meetings.

    Broker Solutions

    Mediant helps brokers and banks transform all shareholder and regulatory communications. The Mediant platform, known as MIC, offers an ecosystem of digital-first solutions that harness the power of connected data. Intuitive interfaces make it easy for everyone across the investor communications lifecycle to focus on what matters.

    Enhancing the advisor and investor experience is our priority. Complete data transparency combined with seamless integration of technology helps advisors to be better informed and more productive, freeing time to build client relationships and optimize the business. At the same time, broker operational efficiency is increased and risk exposure is reduced.  

    How We Do It

    Singular Client Experience

    Mediant pioneered digital investor communications. Our intuitive portal gives advisors full visibility of all documents delivered to investors. It seamlessly integrates with client systems, and offers advisor-level branding with configurable designs.

    Drives Digital Adoption

    We make it easy for brokers to deliver the digital access that most shareholders prefer. Our solutions meet investors where they are, helping to drive digital adoption with conveniences like app notifications, QR codes, and proxy voting via Alexa.

    Increased Operational Efficiency

    Our platform enables staff to focus on strategic activities rather than administrative tasks. It offers unparalleled oversight for job tracking and vendor monitoring, intuitive exception processing, and easy call center access to reduce escalations.

    Powerful Simplification

    Integrating Mediant technology is fast and straightforward. APIs limit the burden on IT, pre-integrated data flows at BetaNXT reduce processing times, and our in-house experts provide high-touch technology support that grows with your business.

     

    Comprehensive Solutions

    The MIC platform streamlines investor communications by integrating all data points throughout the lifecycle. It enhances shareholder interactions, promotes efficiency, consistency, and robust reporting. Each module provides a customized view of the data to meet user-specific needs.

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    MIC Wealth Manager

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    An intuitive dashboard that organizes critical information and time-sensitive activities in one place

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    Allows advisors to see all investor communications, with efficient tools for proxy voting, reviewing shareholder communications, and making reorg elections online

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    Reduces compliance oversights with timely reminders and eliminates manual processes, repetitive tasks, and multiple application logins

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    Enables advisors to better serve their clients, promoting your brand and strengthening relationships

    MIC Wealth Manager incorporates:

    MIC Proxy

    • Easy, reliable proxy voting and automated account management
    • Vote multiple accounts via single ballot
    • Seamless integration with vote agents, including ISS, Glass Lewis and Egan-Jones
    • Real-time data and automated reports ensure regulatory compliance

    MIC Reorg

    • Automates the capture of voluntary corporate action elections, eliminating risk due to human error
    • Automates distribution of offers, capture of elections, and entry of elections into securities processing systems
    • Centralizes management of current offers, retrieval of past offers, and making elections online

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    MIC Shareholder

    Enhance your clients’ experience by providing a convenient online location to access shareholder communications and vote on proxy ballots.

    • An intuitive online dashboard that displays upcoming meetings and votes, plus latest and historical documents
    • Online tracking of meetings and voting events, request a legal proxy, register for virtual meetings, and cast proxy and reorg votes online
    • Manage delivery preferences by service: proxy, statements, corporate actions, reports

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    MIC Operations

    Centralized management of your entire investor communications program, ensuring a consistently excellent client experience.

    • An intuitive online dashboard that provides end-to-end visibility of your program makes it easy to understand its overall health
    • Proactively highlights emerging risks – such as depository discrepancies, potential overvotes and post-sale exceptions – and facilitates rapid resolution
    • Powerful search and filter tools pinpoint the delivery status of investors’ proxy materials, prospectuses and tender offers, plus proof of delivery reporting

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    Investor Communications

    Our comprehensive and flexible technology enables effortless access, viewing, participating in proxy voting and other elections for investors and their advisors. Coverage includes:

    • Proxy material, distribution, voting and tabulation
    • Pre- and post-sale prospectus delivery
    • On-going regulatory report distributions
    • Combined trade confirmations with summary prospectus
    • Voluntary reorg and bankruptcy notices 
    • Global proxy and SRD II 
    • End-to-end corporate actions 
    • Class actions 

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