NetX360

NetX360

Pershing
+
+

Related Products

  • IUX
    968 Ratings
    Visit Website
  • Oxylabs
    1,216 Ratings
    Visit Website
  • Soraban
    8 Ratings
    Visit Website
  • AestheticsPro
    745 Ratings
    Visit Website
  • Ecwid
    1,030 Ratings
    Visit Website
  • iTacit
    46 Ratings
    Visit Website
  • Bookinglayer
    152 Ratings
    Visit Website
  • Resco Field Sales+
    13 Ratings
    Visit Website
  • SBS Banking Platform
    29 Ratings
  • Capitalcore
    89 Ratings
    Visit Website

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

Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.

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 Supported
iPad 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

Individuals and investors wanting a tool to find fiduciary financial advisors, open and fund investment accounts, and manage portfolios with automated tools and expert guidance

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

Free
Free Version 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 Not Supported

Company Information

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

Company Information

Zoe Financial
Founded: 2018
United States
zoefinancial.com

Alternatives

Alternatives

WealthWorks+

WealthWorks+

WealthWorks

Categories

Wealth Management Supported

Categories

Wealth Management Supported

Integrations

MoneyGuide Supported
Nitrogen Supported
RightCapital Supported

Integrations

MoneyGuide Not Supported
Nitrogen Not Supported
RightCapital Not Supported
Claim NetX360 and update features and information
Claim NetX360 and update features and information
Claim Zoe Financial and update features and information
Claim Zoe Financial and update features and information