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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.



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...

Achieve Quorum and Proposal Passage with Mediant's New Engage Solution

January 26, 2022 / 3 Min Read

A trend among brokerage firms to eliminate discretionary voting is becoming an increasing concern. Most issuers require a quorum of 50 percent or...

Mediant's Guide to the Beneficial Shareholder Voting Process

November 9, 2021 / 2 Min Read

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

Wooden blocks spell out the acronym SPAC on the background of a laptop and succulent

Demystifying the De-SPACing Process

September 17, 2021 / 4 Min Read

Transactions utilizing special purpose acquisition companies (SPACs) are more popular than ever. In the first four months of this year, SPACs, also...

Industry Collaboration on VSM Access Bodes Well for Achieving End-to-End Vote Confirmation

April 27, 2021 / 3 Min Read

The COVID-19 pandemic has caused no end of disruption, but it instigated a few positive developments. For the proxy voting industry, one such outcome...

What the New Digital Legal Proxy for Virtual Shareholder Meetings Means for Brokers

March 4, 2021 / 1 Min Read

Imagine you've bought tickets for a concert and you've paid extra to go backstage and meet the performers. The big night arrives, but when you turn...

| 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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