Audience

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

About NetX360

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.

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Pricing

Starting Price:
Free
Free Version:
Free Version available.

Integrations

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Ratings/Reviews

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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

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

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Product Details

Platforms Supported
Mac
iPhone
iPad
Android
Training
Documentation
Webinars
In Person
Videos
Support
Phone Support
Online

NetX360 Frequently Asked Questions

Q: What kinds of users and organization types does NetX360 work with?
Q: What languages does NetX360 support in their product?
Q: What kind of support options does NetX360 offer?
Q: What other applications or services does NetX360 integrate with?
Q: Does NetX360 have a mobile app?
Q: What type of training does NetX360 provide?
Q: How much does NetX360 cost?

NetX360 Product Features

NetX360 Additional Categories