NetX360

NetX360

Pershing
Tindeco VISION

Tindeco VISION

Tindeco Financial Services
+
+

Related Products

  • AlternativeSoft
    19 Ratings
    Visit Website
  • FundCount
    13 Ratings
    Visit Website
  • incentX
    4 Ratings
    Visit Website
  • ConnectPointz
    93 Ratings
    Visit Website
  • RoboMarkets
    124 Ratings
    Visit Website
  • ITCS WebClock
    88 Ratings
    Visit Website
  • dReveal
    9 Ratings
    Visit Website
  • Jenesis Agency Management
    157 Ratings
    Visit Website
  • FastField
    143 Ratings
    Visit Website
  • AestheticsPro
    515 Ratings
    Visit Website

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

Asset and wealth managers looking for a soliution to manage their investment portfolios and advisory processes

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

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
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

Tindeco Financial Services
Switzerland
www.tindecofs.com

Alternatives

Alternatives

Fusion Invest

Fusion Invest

Finastra
Mobius Wealth

Mobius Wealth

Profile Software
Axys

Axys

SS&C Advent

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

MoneyGuidePro
RightCapital

Integrations

MoneyGuidePro
RightCapital
Claim NetX360 and update features and information
Claim NetX360 and update features and information
Claim Tindeco VISION and update features and information
Claim Tindeco VISION and update features and information