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    Our Capabilities

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

    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
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    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.

    Data Services

    We provide robust data management and analytics solutions to support informed decision-making, enhance operational efficiency, and optimize business performance.

    How We Power Your Business

    Our data capabilities empower firms to manage, analyze, and leverage critical information by offering integrated solutions that ensure data consistency, enhance analytical insights, and enable faster decision-making. This helps firms optimize operations, drive performance, and stay ahead of the market.

    DataXChange

    DataXChange is a comprehensive data management platform designed to streamline the exchange of data for wealth management firms and their partners, bringing together internal and external inputs to deliver transformative benefits.

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    Issuer Solutions

    BetaNXT streamlines annual and other shareholder meetings by providing an end-to-end shareholder communications and meeting solution that simplifies proxy management and maximizes shareholder engagement.

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    Client Communications

    BetaNXT’s flexible client communications solutions create, generate, deliver, and manage critical business communications — including statements, trade confirmations, 1099 tax forms, Forms ADV, client letters and client relationship summaries — across multiple delivery channels.

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    Connect With Us

    Let us know how we can help you!

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    Insights

    From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella


    January 24, 2025/ 20 Min Read

    Our CEO Bob Santella speaks with Craig Iskowitz on the WealthTech Today podcast about the most impactful industry trends of 2024 and our new...

    2025: The Ongoing Push Toward Data-Ready Content for End Users


    December 5, 2024/ 2 Min Read

    As another year draws to a close, the FinTech industry is undertaking its healthy annual review of where we are going, and what our customers want...

    Preparing for the Paradigm Shift in Data Management


    December 27, 2024/ 2 Min Read

    In 2025, the industry will advance toward a foundation based on trusted, connected data.