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


Our Capabilities

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

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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.

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Solutions Overviews, Press Package, Process will find them all here.


The Complete Package for Connected Wealth Management

Shareholder Rights Directive II: An Update

BetaNXT Addresses the New Mandate

In November of 2022, the European Market and Security Authorities published a call for evidence on the results of the active 2020 Shareholder Rights Directive (SRD II). Findings published in July 2023 showed responses from stakeholders in the process—intermediaries, vendors and shareholders, which we have summarized in our latest SRD II whitepaper. In addition, we help you make sense of it all:

  • Improve your knowledge of what this consequential yet vague regulation is all about.
  • Understand which U.S. firms need to be compliant and what that means for you.
  • Learn how BetaNXT, through our Mediant business, can take on the technology burden and get you SRD II ready.

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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.
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.
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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