NetX360

NetX360

Pershing
+
+

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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.

About

Provisian makes it easy to build a financial plan, manage risk, and communicate financial advice, all from a unified platform. Simulate market conditions to manage risk and make informed decisions. Seamlessly integrate Provisian with over 11,000 financial institutions. A comprehensive platform to collaborate with clients and track performance. A responsive team at your fingertips, available whenever, wherever. Stay connected to clients with a comprehensive financial profile, designed to predict outcomes, minimize risks, and enable more intelligent decisions. Simplify client communications with a centralized portal and intuitive reporting. Design an investment strategy tailored to your client's risk profile and objectives. Visualize and control the assumptions that drive each projected outcome. Perform Monte Carlo simulations and make informed financial decisions. Run thousands of cutting-edge simulations to identify the most probable outcomes.

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

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

Audience

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

Audience

Investors, professional users, and anyone requiring a tool to transform their personal finances into insights

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version Supported
Free Trial Not Supported

Pricing

$75 per month
Free Version Not Supported
Free Trial 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 Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

Provisian
provisian.com

Alternatives

Alternatives

Summit

Summit

Summit Wealth Systems
WealthWorks+

WealthWorks+

WealthWorks
ModelRisk

ModelRisk

Vose Software
@RISK

@RISK

Lumivero

Categories

Wealth Management Supported

Categories

Wealth Management Supported

Integrations

Ally Invest Not Supported
Authorize.Net Not Supported
CITI Unify Not Supported
Charles Schwab Not Supported
Chase Business Complete Banking Not Supported
Fidelity Not Supported
MoneyGuide Supported
Nitrogen Supported
RightCapital Supported
Robinhood Not Supported
SoFi Not Supported
Vanguard Not Supported
Wells Fargo Business Checking Not Supported
ecotime Not Supported

Integrations

Ally Invest Supported
Authorize.Net Supported
CITI Unify Supported
Charles Schwab Supported
Chase Business Complete Banking Supported
Fidelity Supported
MoneyGuide Not Supported
Nitrogen Not Supported
RightCapital Not Supported
Robinhood Supported
SoFi Supported
Vanguard Supported
Wells Fargo Business Checking Supported
ecotime Supported
Claim NetX360 and update features and information
Claim NetX360 and update features and information
Claim Provisian and update features and information
Claim Provisian and update features and information