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

Organizations in need of an all-in-one platform that increases financial advisor productivity

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

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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

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/asset-allocation-analyze-for-advisors

Company Information

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

Alternatives

Alternatives

SIMON

SIMON

SIMON Markets
SMART Business Suite

SMART Business Suite

Integraal Solutions
Mobius Wealth

Mobius Wealth

Profile Software
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies

Categories

Categories

Integrations

MoneyGuidePro
RightCapital

Integrations

MoneyGuidePro
RightCapital
Claim Equisoft/analyze and update features and information
Claim Equisoft/analyze and update features and information
Claim NetX360 and update features and information
Claim NetX360 and update features and information