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    Our Businesses

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

    Beta
    Maxit
    Mediant

    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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    The Future of Connected Wealth

    BetaNXT powers the next generation of frictionless, end-to-end wealth management solutions

    In The News

    PRESS RELEASES | May 29, 2024

    BetaNXT Names WealthTech Veteran Robert Santella as CEO in Planned Transition

    We are pleased to welcome Robert Santella as Chief Executive Officer of BetaNXT, effective July 1. Stephen C. Daffron, current Chief Executive Officer, will continue as Executive Chairman. “With a leader like Bob Santella prepared to take the helm, I believe we are well-positioned as a business to execute on the long-term plan and vision we have established,” said Mr. Daffron.

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    INSIGHTS
    | May 22, 2024

    Ready, Settle, Go: Reflections on Preparing for a Successful T+1 Launch

    We've been working with clients and industry partners to prepare for T+1, providing support and leadership along the way. Planned and tested platform upgrades, as well as integrated new solutions and workflows to automate and accelerate the post-trade processes.

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    RESOURCES

    2024 Proxy Guide

    The annual meeting is an important opportunity for issuers to update their shareholders on company developments, answer their questions and vote on proposals. Mediant’s 2024 Proxy Guide provides insights and information needed to distribute proxy material to beneficial holders and support issuers through the process.

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    Our Businesses

    Beta

    Built to anticipate and eliminate challenges in the investment lifecycle, Beta delivers a solution set that ensures our clients and the advisors and investors they serve never miss a growth opportunity. We provide core information powering workflow applications, managed data for various integrated processes, and order management tools supporting essential trading activities.

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    Maxit

    Maxit is the industry’s only fully integrated, fully automated, fully scalable, end-to-end tax information reporting and cost basis accounting solution. Combining proven technology, robust processes, exceptional data accuracy and decades of tax operation and experience, Maxit automates and reduces the considerable operational burden of tax reporting and fulfills all regulatory requirements.

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    Mediant

    Mediant provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers. Our innovative technology ensures regulatory compliance and creates opportunities to strengthen shareholder and client engagement.

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    BetaNXT ignites careers around the globe.

    Explore job openings and opportunities to join our team 

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