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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.



Q&A Blog Series: Digitizing and Consolidating Client Communications

June 16, 2023 / 2 Min Read

Many financial services organizations are still using large and complex applications to manage client communications processes, delivering a...

Know Better. Do Better. Stephen C. Daffron at SIFMA Ops 2023

May 16, 2023 / 21 Min Read

As technology supercharges data access and transparency, opportunities to bring the benefits of sound investing to more individuals multiply....

Q&A Blog Series: A True End-to-End Shareholder Meeting Solution

May 3, 2023 / 3 Min Read

Unlike annual shareholder meetings, special meetings of shareholders are called only when a significant, urgent matter arises that needs shareholder...

How Funds Can Solve the Beneficial Ownership Communications Challenge

March 21, 2023 / 2 Min Read

In the 1980s, the Securities and Exchange Commission (SEC) introduced the Objecting/Non-Objecting Beneficial Owner (OBO/NOBO) classification...

Creating a Frictionless Wealth Management Experience with Stephen C. Daffron of BetaNXT

March 10, 2023 / 18 Min Read

Shannon Rosic, director of WealthStack Content and Solutions, speaks with Stephen C. Daffron, CEO of BetaNXT, on creating a “frictionless”...

Untangling Motive and Clearlake’s Acquisition of Mediant Communications

March 3, 2023 / 1 Min Read's tech columnist Davis Janowski adds context and history to the Mediant acquisition by BetaNXT.

BetaNXT just completed its acquisition of Mediant Communications. BetaNXT itself has only been around since July of 2022 – what is it?

March 2, 2023 / 3 Min Read

Advisor Hub talks to our Chairman and CEO Stephen C. Daffron about BetaNXT’s vision and the challenges facing advisors and investors.

Q&A Blog Series: The Role of Security, Risk and Compliance Inside and Outside the Company

November 8, 2022 / 4 Min Read

In today's age of high-profile data breaches and rapidly evolving regulatory landscapes, security, risk and compliance (SRC) professionals have their...

Stephen C. Daffron, how Motive and BetaNXT are helping drive the industry transformation in Wealth and Asset Management

November 4, 2022 / 23 Min Read

A discussion of BetaNXT's carve out between Stephen C. Daffron, our Chairman and Chief Executive Officer, and Motive Partners Raunak Sainani,...

SEC Insider: New SEC Rules for Universal Proxy Cards

October 21, 2022 / 11 Min Read

In SEC Insider by DFIN, Jean Luther, Mediant Director of Compliance, and Ron Schneider, DFIN Director of Corporate Governance Services, discuss...

Person working on laptop with document management icons

5 Ways to Drive eDelivery Adoption

September 30, 2022 / 1 Min Read

Americans are online more than ever these days, including more than 93% of adults, according to the Pew Research Center. What’s more, results from a...

Close up of financial proxy vote ballot form and pen

The ABCs of the New Universal Proxy Rule

September 20, 2022 / 1 Min Read

In November 2021, the Securities and Exchange Commission (SEC) approved a new rule that requires organizations to share proxy cards for contested...

| 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. 


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