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
Company Information
Pershing
United States
www.pershing.com/netx360/advisor-experience
Videos and Screen Captures
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Product Details
Platforms Supported
Mac
iPhone
iPad
Android
Training
Documentation
Webinars
In Person
Videos
Support
Phone Support
Online
