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Broker-Dealers

Automated critical trading, clearing, servicing, and operational workflows to increase efficiency and control.

Advisors & Wealth Managers

Simplify advisor workflows and account servicing to improve productivity and client experiences.

Issuers

Simplify investor communications, proxy voting, and governance while strengthening shareholder engagement.

Asset Managers

Streamline fund operations, data management, and oversight to improve efficiency, transparency, and control.

Trading & Execution

  • Execute basket, block, and multi-leg orders through a single rules-based engine
  • Automate compliance and risk checks across the trade lifecycle
  • Enable market connectivity while supporting increasing transaction volumes

Wealth & Advisory

  • Automate onboarding, processing, and account workflows end-to-end
  • Unify client, portfolio, and market data for faster advisor decisions
  • Deliver digital-first experiences that deepen client trust
  • Overview

Asset Servicing

  • Centralize servicing and oversight across every account and asset type
  • Manage the full lifecycle from onboarding through ongoing events
  • Service alternatives, annuities, IRAs, and digital assets at scale

Clearing & Settlement

  • Automate post-trade processing across transaction types and global markets
  • Connect directly to clearing houses, custodians, and multi-currency settlement processing
  • Surface exceptions early with real-time settlement visibility

Fund Administration

  • Automate fund trading, reconciliation, and straight-through processing
  • Automate complex fee, billing, and revenue-sharing processes
  • Scale transfer agency and recordkeeping across global fund structures

Operations as a Service

  • Reduce costs and operational risk with outsourced middle- and back-office support
  • Scale efficiently with experienced operations and asset servicing specialists
  • Unlock new revenue opportunities through scalable operational support

Securities & Financing

  • Automate end-to-end securities financing and clearing workflows
  • Optimize collateral and capital while reducing counterparty exposure
  • Access NSCC markets directly through BetaNXT connectivity and scale

Workflow & Automation

  • Unify back- and middle-office operations in one modern interface
  • Automate task routing, rules, and exception handling to reduce manual work
  • Trigger real-time workflows across internal, external, and market systems
  • Overview

Recordkeeping & Reporting

  • Maintain accurate, consistent records across accounts and transactions
  • Extend readiness across tax, cost basis, custody, and digital assets
  • Centralize data to strengthen oversight, control, and reporting visibility

Regulatory Reporting

  • Automate regulatory reporting and compliance monitoring at scale
  • Consolidate data and calculations across a single integrated platform
  • Maintain audit trails and adapt as regulatory requirements evolve
  • Overview

Broker Services

  • Bring investor communications and event processing into a single streamlined workflow
  • Deliver voting experiences that drive digital adoption
  • Strengthen compliance with real-time tracking and automated controls

Client Communications

  • Create and deliver critical client communications across every channel
  • Validate documents with AI-powered rules before they reach clients
  • Create and compose content with intuitive self-service tools

Fund Services

  • Simplify proxy management from solicitation through tabulation
  • Give investors proposal-level voting choice at scale
  • Strengthen vote accuracy through reconciliation, audit, and reporting

Issuer Services

  • Manage the full proxy lifecycle from distribution through tabulation
  • Drive shareholder engagement across channels
  • Centralize proxy management and access voting data through the MIC Issuer Portal

DataXChange

  • Deliver trusted enterprise data through a unified data platform.
  • Eliminate silos by standardizing data from multiple sources
  • Apply AI to surface insights, automate decisions, and drive action

Other Data Services

  • Exchange wealth data securely through scalable, developer-ready APIs
  • Centralize and standardize mutual fund and account data across the firm
  • Automate data flows to reduce manual re-keying and errors
  • Front Office

    Real-time data and automation speed trade execution and client service, giving advisors and traders the tools to act faster and serve clients better across every channel.
  • Middle & Back Office

    Automated processing cuts errors, reconciles data, and streamlines operations, reducing manual work while scaling to handle growing transaction volume without added staff.
  • Compliance & Regulatory

    Built-in controls and audit trails keep firms ahead of requirements, supporting regulatory reporting and reducing risk exposure across trading, servicing, and communications.
  • Investor Communications

    Digital delivery and proxy tools improve investor engagement and accuracy, replacing manual notifications with omni-channel communications investors actually read and act on.
  • Data Services

    A unified data platform powers reporting, analytics, and integration, connecting front, middle, and back office systems to support faster, better-informed decisions.

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.

Leadership Team
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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, Process Guides...you will find them all here.

The 2026 Shareholder Meeting Guide
Other Resources

Our Capabilities

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

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DataXChange

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

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AI at BetaNXT

Accelerate your AI strategy, with a platform purpose-built for your operational realities and a partner committed to your success.

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Who We Serve

BetaNXT invests in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive, front-to-back securities processing, tax, and investor communications solution.

Annual meeting planning is well underway for many public companies at this time of year. Providing a customized shareholder experience is paramount to driving engagement and therefore, a successful proxy outcome.

Although much effort goes into preparing and distributing proxy statements, too many shareholders tend to ignore them. Statements include a great deal of important information, but when shareholders see a booklet with small black font printed on thin paper, the insights about company performance, operations, and initiatives that they need to make informed proxy voting decisions, they likely won’t give them the attention they deserve.

Enhance the shareholder experience for your annual meeting

If issuers focus on what matters to their audience—their shareholders, it can naturally increase engagement and help build strong relationships. For example, using an integrated, online platform that is branded to reflect your company’s image and corporate profile and complement the stylized proxy. These sites are SEC-compliant, touch/tablet-enabled, designed to auto-fit wide screens, link to social media and voting sites, and include interactive components such as reminder/info fly-outs, embedded video and Google Maps.

Using visuals and clearly stating what shareholders can do on the site will entice them to read the relevant annual meeting materials. Utilizing key company messages such as a superior product offering, a branding update, if applicable, or information about your sustainability efforts will further strengthen engagement and encourage more shareholders to vote.

Mediant creates interactive digital experience

Mediant, a BetaNXT company, can create a modern, interactive digital experience for your 2024 annual meeting, such as this. Our integrated, online platform enhances shareholder engagement, provides interactive proxy materials, and enables voting and meeting registration. We build SEC-compliant, customized sites, with your branding and corporate profile, that complement today’s trend for stylized and interactive proxy statements. Interactive components highlight key messages through visual image sliders, tabbed panels and embedded video.

We can also implement enhanced functionality for easy navigation, full search capabilities and access on all devices for download, email and print. This is especially engaging for younger shareholders who expect to be able to easily find the information they are seeking online.

While technology makes investor communications easier to manage, audience focus and a little creativity can lift the appeal and effectiveness of your proxy material.

Let’s Talk

Fill out the form to find out more about Mediant’s shareholder engagement platform.

How Retail Investors Can Be a Company’s Best Ally

How Retail Investors Can Be a Company’s Best Ally

October 19 2023 / 3 Minute Read

The first full proxy season following the introduction of Rule 14a-19, which requires the use of universal proxy cards in contested director...

BetaNXT's Guide to the Beneficial Shareholder Voting Process

BetaNXT's Guide to the Beneficial Shareholder Voting Process

January 15 2025 / 2 Minute Read

How well do your retail brokerage clients understand their rights as shareholders and the voting process for exercising them?

4 Steps to Keep Your Shareholders Engaged Year-Round

4 Steps to Keep Your Shareholders Engaged Year-Round

October 19 2023 / 2 Minute Read

One of the biggest ways to engage shareholders is through virtual annual meetings. But what happens the rest of the year?