NetX360

NetX360

Pershing
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics
+
+

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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

Advisors wanting a platform that combines client and market data to deliver holistic and actionable insights

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

LSEG Data & Analytics
United Kingdom
www.lseg.com/en/data-analytics/products/thomson-one-wealth-solutions

Alternatives

Alternatives

FactSet

FactSet

FactSet Research Systems
WealthWorks+

WealthWorks+

WealthWorks
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
Mobius Wealth

Mobius Wealth

Profile Software

Categories

Categories

Integrations

MoneyGuidePro
RightCapital

Integrations

MoneyGuidePro
RightCapital
Claim NetX360 and update features and information
Claim NetX360 and update features and information
Claim Thomson ONE Wealth and update features and information
Claim Thomson ONE Wealth and update features and information