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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.

    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, 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.

    Pre-Trade & Trading Workflows

    Our pre-trade and trading workflow solutions at BetaNXT are designed to empower clients with scalable, secure, and modern technology, enabling them to take control of their trade execution.

    How We Power Your Business

    BetaNXT offers workflow capabilities built to increase efficiency, connectivity, and automation. We provide clients with order management and trading tools bolstered by real-time data capabilities to provide seamless trade execution across asset classes, allowing advisors to quickly respond to market events.

    Order Management and Trading Tools

    Advisors can efficiently route, connect, and process orders via APIs or through our proprietary application. Trading tools and an integrated rules engine help ensure compliance and alignment with investor risk profiles and objectives.

     

    Real-Time Workflow Applications and APIs

    We offer a suite of integrated and connected real-time workflow applications and APIs that enhance operational efficiency and reduce manual processing, empowering our clients to effectively manage their securities processing and trading operations.

     

    Enhanced Order Entry Capabilities

    Our platform features advanced order entry options, including basket order entry, block trading, and support for complex options trading strategies, enabling advisors to meet client goals more effectively.

     

     

    Connect With Us

    Let us know how we can help you!

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    Insights

    the-blueprint-for-tomorrows-investors-with-bob-santella

    The Blueprint for Tomorrow’s Investors With Bob Santella


    November 7, 2024 / 9 Min Read

    Our CEO Bob Santella speaks with Julia Smollen at Advisorpedia about revolutionizing wealth management with cutting-edge data integration,...

    Empowering Advisors: How Connected Wealth Can Revolutionize Wealth Management


    August 15, 2024/ 2 Min Read

    2024 has been, and will continue to be, the year of the advisor. Over the past decade, wealth management organizations have increasingly focused on...

    One Company's Mission To Power "Connected Wealth"


    September 13, 2024/ 3 Min Read

    BetaNXT CEO Robert Santella discusses how wealth management enterprises can harness the power of connected wealth and connected data.