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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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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.

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
Other Resources

The Complete Package for Connected Wealth Management

How Do You Communicate With Investors?

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Communications between advisors and their clients have become increasingly interactive due to mobile apps and social media. Today’s investors control, choose, define, and comment on information and communications, in real time.
Audiences Have Become Users
We have tools to help you adapt.
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Digital communication is increasingly preferred by investors. Omni-media means giving investors the information they want, when they want it, on their preferred device.
Mono-media to Omni-media
We meet shareholders where they are.
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More of today’s investors are accustomed to live interactions and constant, 24/7 availability. Technology is making continuous and real-time communications easier and more affordable.
From Periodic and Delayed to Continuous and Real-Time
We have one platform with multiple channels.
 

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How can we be part of your future?


BetaNXT is built on the most advanced technologies. We offer a comprehensive suite of solutions, with customizable options and tools, that enable brokers to effectively manage all potential touchpoints throughout the investor and client communications lifecycle.

Fill out the form to learn more about our digital communications tools.


Personalizing communications to the preferences of individual investors used to be difficult. No longer. Through BetaNXT, Mediant offers a single, integrated platform that manages all investor and client communications according to each client’s preferences.

Switching to an omni-channel approach allows brokers to meet clients where they are, while streamlining operations and workflows. Our platform handles statements, confirms, proxy, post-sale, reorg events, tax forms, and more. It’s easy to use and enhances the investor and advisor experience.