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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.

    Investor Communications

    We take a digital-first approach to investor and client communications. Our suite of solutions is driven by leading technology and strict compliance with industry regulations, which allows clients to balance innovation with requirements.

    How We Power Your Business

    BetaNXT combines innovative technology, expert knowledge and extraordinary service to enable brokers, banks, corporate issuers, and mutual funds to improve their company, advisor, and shareholder experiences, streamlining processes and increasing productivity. We provide solutions that ensure regulatory compliance and create opportunities to strengthen shareholder and client engagement.

    Broker Solutions

    BetaNXT enables brokers and banks to effectively manage all potential touchpoints within the investor communications lifecycle — from proxy statements and prospectuses to voluntary corporate actions — and deliver a transformative experience for their operations team, investors, and advisors.

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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

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    Insights

    BetaNXT's Guide to the Beneficial Shareholder Voting Process


    January 15, 2025/ 2 Min Read

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

    Enhancing Shareholder Engagement: How Digital Meetings Foster Inclusivity and Accessibility


    January 22, 2025/ 1 Min Read

    In recent years, the way companies hold annual meetings has undergone a major transformation, with many shifting from traditional in-person...

    The Best Ways for Issuers to Reach and Engage Retail Shareholders


    January 9, 2025/ 2 Min Read

    Rising numbers of retail investors is a welcome trend for the wealth management industry, but among issuers, it entails a new challenge: how to build...