NetX360

NetX360

Pershing
+
+

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About

Canopy is a financial data‑aggregation and analytics platform that consolidates portfolio data from any source, PDFs, Excel/CSV, APIs, SWIFT, custodians, and private banks, across all asset classes (equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, crypto, art, wine, collections, etc.) and all currencies and geographies. It cleans, standardizes, and merges data into segregated PostgreSQL databases, one per client, enabling direct query access via an Excel add‑in or read/write database access and integration with other systems. Transactions are automatically processed to calculate asset allocation, performance, P&L, volatility, VaR, cash flows, risk analytics, and other financial metrics. Users can define unlimited “strategies”, custom groupings of transactions (by asset class, sector, account, security, etc.), and run infinitely configurable calculations via the web interface or Excel add‑in.

About

NetX360® is a single point of access for professionals to manage their businesses and support their clients' needs by focusing on data and analytics to reimagine the experience. Regardless of your business model, commission, advisory, retail, self-directed, institutional, or asset management, NetX360 is for you. The benefits of NetX360 include improved process flows with global search to make it easy to find information, a streamlined experience, and accessible integration partnerships across a variety of solutions for market data, news, research, financial planning, and reporting tools. Take the power of NetX360 wherever you go. With NetX360 Mobile you can work wherever you are, whenever you are on the move. Easily access your client’s information and stay on top of the latest market developments and updates with uninterrupted access to the most critical business functions. Fund accounts quickly with mobile check deposits.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Wealth managers and family offices needing a solution to aggregate, analyze, and report on diverse portfolios with custom strategies and high‑end visualizations

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Free
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Supported

Company Information

Canopy
Founded: 2013
Singapore
www.canopy.cloud/

Company Information

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

Alternatives

Alternatives

WealthWorks+

WealthWorks+

WealthWorks

Categories

Family Office Supported
Wealth Management Supported

Categories

Wealth Management Supported

Integrations

Google Sheets Supported
Microsoft Excel Supported
MoneyGuide Not Supported
Nitrogen Not Supported
PostgreSQL Supported
RightCapital Not Supported

Integrations

Google Sheets Not Supported
Microsoft Excel Not Supported
MoneyGuide Supported
Nitrogen Supported
PostgreSQL Not Supported
RightCapital Supported
Claim Canopy and update features and information
Claim Canopy and update features and information
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Claim NetX360 and update features and information