NetX360

NetX360

Pershing
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Asset owners and advisors looking for a wealth management platform to make more informed and timely investment decisions

Audience

Professionals in need of a tool to conduct critical business operations and streamline the client onboarding experience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Addepar
Founded: 2009
United States
addepar.com/ria

Company Information

Pershing
United States
www.pershing.com/netx360/advisor-experience

Alternatives

Alternatives

Asora

Asora

Asora Technologies
WealthWorks+

WealthWorks+

WealthWorks
Axys

Axys

SS&C Advent
Mobius Wealth

Mobius Wealth

Profile Software

Categories

Categories

Integrations

MoneyGuidePro
RightCapital
AgilLink
Everysk
HiddenLevers
Pontera
Practifi
Sage Intacct
Salesforce

Integrations

MoneyGuidePro
RightCapital
AgilLink
Everysk
HiddenLevers
Pontera
Practifi
Sage Intacct
Salesforce
Claim Addepar and update features and information
Claim Addepar and update features and information
Claim NetX360 and update features and information
Claim NetX360 and update features and information