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

Client-centric advisors requiring a solution to improve their client-facing activities, manage assets, and track portfolios

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

$500 per month
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

CircleBlack
Founded: 2013
United States
www.circleblack.com

Company Information

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

Alternatives

M2Advisor

M2Advisor

M2Wealth

Alternatives

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PriceMetrix

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SIMON

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WealthWorks+

WealthWorks
FactSet

FactSet

FactSet Research Systems
Mobius Wealth

Mobius Wealth

Profile Software

Categories

Categories

Integrations

MoneyGuidePro
RightCapital
Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
Microsoft Outlook
Practifi
Redtail CRM
Riskalyze
Salesforce
TD Ameritrade
Wealthbox

Integrations

MoneyGuidePro
RightCapital
Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
Microsoft Outlook
Practifi
Redtail CRM
Riskalyze
Salesforce
TD Ameritrade
Wealthbox
Claim CircleBlack and update features and information
Claim CircleBlack and update features and information
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