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Our Businesses

Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

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Mediant

Our Capabilities

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

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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.

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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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.