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Broker-Dealers

Automated critical trading, clearing, servicing, and operational workflows to increase efficiency and control.

Advisors & Wealth Managers

Simplify advisor workflows and account servicing to improve productivity and client experiences.

Issuers

Simplify investor communications, proxy voting, and governance while strengthening shareholder engagement.

Asset Managers

Streamline fund operations, data management, and oversight to improve efficiency, transparency, and control.

Trading & Execution

  • Execute basket, block, and multi-leg orders through a single rules-based engine
  • Automate compliance and risk checks across the trade lifecycle
  • Enable market connectivity while supporting increasing transaction volumes

Wealth & Advisory

  • Automate onboarding, processing, and account workflows end-to-end
  • Unify client, portfolio, and market data for faster advisor decisions
  • Deliver digital-first experiences that deepen client trust
  • Overview

Asset Servicing

  • Centralize servicing and oversight across every account and asset type
  • Manage the full lifecycle from onboarding through ongoing events
  • Service alternatives, annuities, IRAs, and digital assets at scale

Clearing & Settlement

  • Automate post-trade processing across transaction types and global markets
  • Connect directly to clearing houses, custodians, and multi-currency settlement processing
  • Surface exceptions early with real-time settlement visibility

Fund Administration

  • Automate fund trading, reconciliation, and straight-through processing
  • Automate complex fee, billing, and revenue-sharing processes
  • Scale transfer agency and recordkeeping across global fund structures

Operations as a Service

  • Reduce costs and operational risk with outsourced middle- and back-office support
  • Scale efficiently with experienced operations and asset servicing specialists
  • Unlock new revenue opportunities through scalable operational support

Securities & Financing

  • Automate end-to-end securities financing and clearing workflows
  • Optimize collateral and capital while reducing counterparty exposure
  • Access NSCC markets directly through BetaNXT connectivity and scale

Workflow & Automation

  • Unify back- and middle-office operations in one modern interface
  • Automate task routing, rules, and exception handling to reduce manual work
  • Trigger real-time workflows across internal, external, and market systems
  • Overview

Recordkeeping & Reporting

  • Maintain accurate, consistent records across accounts and transactions
  • Extend readiness across tax, cost basis, custody, and digital assets
  • Centralize data to strengthen oversight, control, and reporting visibility

Regulatory Reporting

  • Automate regulatory reporting and compliance monitoring at scale
  • Consolidate data and calculations across a single integrated platform
  • Maintain audit trails and adapt as regulatory requirements evolve
  • Overview

Broker Services

  • Bring investor communications and event processing into a single streamlined workflow
  • Deliver voting experiences that drive digital adoption
  • Strengthen compliance with real-time tracking and automated controls

Client Communications

  • Create and deliver critical client communications across every channel
  • Validate documents with AI-powered rules before they reach clients
  • Create and compose content with intuitive self-service tools

Fund Services

  • Simplify proxy management from solicitation through tabulation
  • Give investors proposal-level voting choice at scale
  • Strengthen vote accuracy through reconciliation, audit, and reporting

Issuer Services

  • Manage the full proxy lifecycle from distribution through tabulation
  • Drive shareholder engagement across channels
  • Centralize proxy management and access voting data through the MIC Issuer Portal

DataXChange

  • Deliver trusted enterprise data through a unified data platform.
  • Eliminate silos by standardizing data from multiple sources
  • Apply AI to surface insights, automate decisions, and drive action

Other Data Services

  • Exchange wealth data securely through scalable, developer-ready APIs
  • Centralize and standardize mutual fund and account data across the firm
  • Automate data flows to reduce manual re-keying and errors
  • Front Office

    Real-time data and automation speed trade execution and client service, giving advisors and traders the tools to act faster and serve clients better across every channel.
  • Middle & Back Office

    Automated processing cuts errors, reconciles data, and streamlines operations, reducing manual work while scaling to handle growing transaction volume without added staff.
  • Compliance & Regulatory

    Built-in controls and audit trails keep firms ahead of requirements, supporting regulatory reporting and reducing risk exposure across trading, servicing, and communications.
  • Investor Communications

    Digital delivery and proxy tools improve investor engagement and accuracy, replacing manual notifications with omni-channel communications investors actually read and act on.
  • Data Services

    A unified data platform powers reporting, analytics, and integration, connecting front, middle, and back office systems to support faster, better-informed decisions.

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, Process Guides...you will find them all here.

The 2026 Shareholder Meeting Guide
Other Resources

Our Capabilities

We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

All Capabilities

DataXChange

Fast-track your transformation and innovation with BetaNXT DataXChange, our cloud-based, real-time data management platform.

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AI at BetaNXT

Accelerate your AI strategy, with a platform purpose-built for your operational realities and a partner committed to your success.

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Who We Serve

BetaNXT invests in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive, front-to-back securities processing, tax, and investor communications solution.

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.

How We Help

About BetaNXT

BetaNXT provides technology-enabled investor and client communications solutions that ensure regulatory compliance and create opportunities to strengthen shareholder and client engagement. Combining innovative technology, expert knowledge, and extraordinary service, we enable brokers, banks, corporate issuers, and mutual funds to improve their company, advisor, and shareholder experiences, streamlining processes and increasing productivity.

Why BetaNXT

Innovative Technology

Delivers an integrated 100% SaaS platform to ensure the latest technology and workflow tools are always available through frequent updates and releases.

Complete Compliance

Meets mandates and regulations of the New York Stock Exchange and Financial Industry Regulatory Authority.

Valuable Expertise

Solves complex investor communication issues through a strong industry partner network and in-house subject matter experts.

Frictionless Experience

Streamlines and simplifies processes to deliver an excellent digital communication experience that is transparent and seamless every time.

 

End-to-End Proxy Solution

Issuers need a true end-to-end shareholder communications solution that simplifies their proxy management and engages shareholders. BetaNXT can streamline your proxy meeting events by managing and centralizing communications for all parties and fulfilling and distributing your proxy materials.

Powered by cutting-edge technology and a team of experts who specialize in proxy meeting events, our proxy solutions focus on customized campaigns while maximizing voter participation. With our project management team focused on client satisfaction, systematic real-time online vote results, as well as tabulation and inspector-of-election services, you’ll save significant time that may be allocated elsewhere during your proxy project timeframe.

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Unparalleled Proxy Management

Client service is the linchpin of all our solutions. A dedicated campaign manager and team of specialists communicate with you to plan and manage the aspects of the proxy event from developing a comprehensive plan and timeline tailored to your needs to meeting date reporting and beyond. Acting as an extension of your team, we use a consultative approach to ensure you achieve your event goals.

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Integrated, Online Platform

Shareholder engagement efforts are paramount to a successful proxy outcome. An integrated, online platform that is intuitive and visually appealing, while meeting compliance regulations, helps to enhance the investor experience and therefore engagement. BetaNXT’s shareholder engagement platform provides customized websites that extend your corporate website and investor relations messaging. Your important documents are fully enhanced to open quickly and are enabled for optimal mobile device performance.

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Digital Shareholder Meeting

In addition to in-person meetings, we support digital and hybrid meetings. Our Digital Shareholder Meeting (DSM) solution enables shareholders to participate in annual meetings remotely with the same level of access as in-person attendees – they can view, vote, and ask questions. DSM also allows you to shape your meeting to best facilitate your shareholders’ engagement with ease of access on any device, real-time voting, questions, polling and more.

To closely replicate the in-person shareholder meeting experience at a digital meeting and make it easier for beneficial shareholders to securely participate in a digital shareholder meeting hosted by any provider, BetaNXT developed an application programming interface (API). The API establishes a digital legal proxy that replaces a traditional legal proxy required for beneficial access and voting in a traditional in-person meeting, providing all shareholders a seamless, meaningful experience.

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Connect With Us

Let's Talk

Proxy season is upon us. BetaNXT has the technology and expertise to reduce stress, streamline processes, and enhance the shareholder experience.

Fill out the form and we’ll respond to your proxy season inquiry right away.