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

Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships.

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

Independent Registered Investment Advisors (RIAs) and wealth management firms looking for a fully integrated portfolio management, reporting, and client engagement platform to streamline operations and scale efficiently

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 Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not 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 Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Envestnet
Founded: 1999
United States
www.envestnet.com/tamarac

Alternatives

Alternatives

WealthWorks+

WealthWorks+

WealthWorks
VestmarkONE

VestmarkONE

Vestmark

Categories

Wealth Management Supported

Categories

Stock Portfolio Management Features

Billing & Invoicing Supported
Client Management Supported
Data Warehousing Supported
For Investment Advisors Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Supported
Risk Management Supported
Tax Management Not Supported
Technical Analysis Not Supported
Wash Sale Detection Not Supported

Integrations

MoneyGuide Supported
RightCapital Supported
Nitrogen Supported
ProTracker Advantage Not Supported
SaaSTech.io Not Supported
Zuar Runner Not Supported

Integrations

MoneyGuide Supported
RightCapital Supported
Nitrogen Not Supported
ProTracker Advantage Supported
SaaSTech.io Supported
Zuar Runner Supported
Claim NetX360 and update features and information
Claim NetX360 and update features and information
Claim Envestnet | Tamarac and update features and information
Claim Envestnet | Tamarac and update features and information