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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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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.

Insights

BetaNXT's Guide to the Beneficial Shareholder Voting Process

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

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The Best Ways for Issuers to Reach and Engage Retail Shareholders

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 effective communications and engagement among today’s more demanding cohort of shareholders.

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Two Ways to Avoid Mailing Delays and Cost Increases to Shareholder Communications

The United States Postal Service (USPS) has been periodically increasing the price of First-Class Mail, reflecting ongoing changes in operational costs and other factors. Additionally, delivery times for First-Class Mail have been extended from the previous one-to-three days to a broader range of one-to-five days.

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

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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.