Broker-Dealers
Automated critical trading, clearing, servicing, and operational workflows to increase efficiency and control.
CASE STUDY | March 3, 2026
Driving Efficiency and Compliance: Automated Fee Management Transformation
Intermediary fee management automation replaces manual workflows with a single, rules-based system that validates invoices, allocates payments, and creates an audit-ready trail. Transform your fee management with BetaNXT's automated platform, reducing processing time and enhancing compliance for greater operational efficiency.
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| May 5 – 8, 2025
BetaNXT is thrilled to be returning to SIFMA Ops 2025 as Presidential Sponsor of this year's conference. We’re looking forward to connecting with clients, colleagues, and friends in Orlando.
Securities Processing
Our advisor and investor portals, order management and trading tools, and third-party provider integrations are bolstered by real-time data, providing seamless connections between solutions.
Cost Basis & Tax Reporting
We deliver four components, either as a holistic unit or individually as standalone offerings: cost basis reporting, tax information reporting, tax optimization, and managed services.
Investor Communications
We modernize the flow of vital information between advisors and investors so they can reach out and provide guidance to strengthen client relationships.
Shareholder Rights Directive II: An Update
In 2022, the European Market and Security Authorities published a call for evidence on the results of the active 2020 SRD II. Findings showed responses from stakeholders in the process—intermediaries, vendors and shareholders, which we have summarized in our latest SRD II whitepaper.
T+1: Why This Time Feels Different from T+2
Learn the genesis of each shortening of the settlement cycle, why T+1 is an event-driven mandate with a higher degree of complexity, and more. The whitepaper T+1: Why This Time Feels Different from T+2 examines how the drivers of the current move to T+1 differ from the 2017 move to T+2 in a few interesting ways that relate to settlement infrastructure.
Modernizing Corporate Actions Processing
The white paper examines the problems with today’s corporate actions lifecycle, who is most affected, and their challenges. It explores the drivers for change and advancements in systems connectivity that herald genuine, end-to-end automation of corporate actions processing.
Your annual meeting is vital for sharing your vision and engaging with shareholders. BetaNXT’s end-to-end proxy solution streamlines meeting management and material distribution. Our 2026 Proxy Guide provides essential information, forms, and more.
2024 Proxy Guide
Access our Proxy Guide for insights and information to support you in the successful planning and execution of your annual meeting.
2024 Proxy Campaign Set Up
To get a head start on setting up your proxy event with Mediant, please take a few minutes to complete this form and return it to documents@betanxt.com. Once your proxy record date is established, we will send you an updated campaign set up form to complete.
NOBO List Request Form
Request a NOBO report by completing our form and sending it to documents@betanxt.com. Upon receipt of the signed and authorized request, we will make the list available through our secure web portal.
Glossary of Terms for Proxy Season
Financial terminology can be challenging to keep straight, especially in regard to proxy season. Use this glossary to brush up on your investor communications vocabulary, or bookmark it for reference when you come across an unfamiliar term.