NetX360

NetX360

Pershing
NexJ CRM

NexJ CRM

NexJ Systems Inc.
+
+

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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

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

Audience

Financial Services/Firms, Banks, Financial Advisors, Wealth Management Firms

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

Free
Free Version
Free Trial

Pricing

No information available.
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

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

Company Information

NexJ Systems Inc.
Founded: 2003
Toronto, Ontario
www.nexj.com

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
WealthWorks+

WealthWorks+

WealthWorks
Mobius Wealth

Mobius Wealth

Profile Software

Categories

Categories

AML Features

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Advocacy Features

Advocate Management
Campaign Management
Communication Management
Community Management
Gamification
Referral Tracking
Reporting/Analytics
Rewards Program
Social Engagement

Customer Engagement Features

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Loyalty Features

Corporate Memberships
CRM
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Event Management Features

Attendee Management
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Integrations

MoneyGuidePro
RightCapital

Integrations

MoneyGuidePro
RightCapital
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