Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
NetX360® serves as a centralized platform for professionals to effectively run their businesses and cater to their clients by leveraging data and analytics to transform the user experience. It accommodates various business models, whether you're involved in commission, advisory, retail, self-directed, institutional, or asset management. Users can enjoy a multitude of benefits, such as enhanced process efficiency through global search capabilities that simplify information retrieval, a more seamless overall experience, and wide-ranging integration options with solutions for market data, news, research, financial planning, and reporting tools. With NetX360, you can harness its capabilities no matter where you are. The mobile version, NetX360 Mobile, allows you to conduct business on the go, providing easy access to client information and ensuring you remain updated on the latest market trends and news. Additionally, you can swiftly fund accounts using mobile check deposits, making your workflow even more efficient. This combination of accessibility and functionality empowers professionals to stay ahead in a fast-paced environment.
Description
WealthWorks+ is a sophisticated software solution designed for the effective management and oversight of trusts, corporations, partnerships, funds, foundations, individuals, estates, and other intricate wealth arrangements, ensuring adherence to administrative and compliance standards. This platform empowers you with complete control over the management and access of your clients' financial assets. Its adaptable framework allows for customization to accommodate organizations of all sizes, while its innovative design guarantees that the system remains current with the latest technological advancements, providing you with confidence in a top-tier software experience. The inclusion of integrated, role-specific dashboards and user-friendly export options streamlines the process of retrieving essential information from the input data, enhancing efficiency and productivity. Additionally, the software's continuous updates ensure that users benefit from the latest features and improvements in wealth management technology.
API Access
Has API
No
API Access
Has API
No
Integrations
MoneyGuide
No
Nitrogen
No
RightCapital
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Pershing
Country
United States
Website
www.pershing.com/netx360/advisor-experience
Vendor Details
Company Name
WealthWorks
Founded
1995
Country
United Kingdom
Website
thewealthworks.com/wwplus/