NetX360 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.
NetX360 Alternatives
FundCount
FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.
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AlternativeSoft
Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection and portfolio construction for institutional investors. Our alternative investment analytics platform is designed to empower users, creating a personalized investment universe guided by cutting-edge analytics. Data integration is effortless, with compatibility from Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin and Refinitiv.
Users can quickly:
- Navigate manager risk/return with over 3000 statistics on funds
- Define your funds' investible universe with powerful screening solutions
- Track and analyse fund exposures
- Construct, optimise and manage portfolios
- Perform due diligence on hedge funds
- Reporting on funds with powerBI or Excel API
- 500'000 mutual funds, 30'000 hedge funds, 5'000 raising private equity funds and determine which ones are the best
With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds and private equity funds.
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WealthObjects
We offer cutting-edge digital wealth and hybrid advisory software solutions to financial institutions, utilizing our acclaimed technology to accelerate the launch of digital business models while significantly reducing costs and conserving development time and resources. Our services support Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and various other organizations in establishing contemporary digital investing and saving offerings, as well as enhancing their existing platforms through our automation, innovation, and captivating online experiences. By employing our modular RESTful API-driven delivery model, firms can implement their own distinctive designs and experiences into their digital offerings, allowing them to stand out from their competitors and expedite their market entry. We deliver a range of digital solutions that encompass D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, and advanced Adviser Software alongside Portfolio Management Tools. Additionally, our commitment to innovation ensures that our partners are always equipped with the latest advancements in financial technology.
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Provisian
Provisian offers a streamlined solution for developing financial plans, managing risk, and delivering financial advice through a single, cohesive platform. Users can replicate market scenarios to effectively mitigate risk and make sound choices. With the ability to connect effortlessly to more than 11,000 financial institutions, Provisian enhances collaboration with clients and monitors performance efficiently. The platform is backed by a dedicated support team, accessible anytime and anywhere. Clients can maintain strong connections through an extensive financial profile that anticipates outcomes, reduces risks, and supports smarter decision-making. Communication is made easier with a centralized portal and user-friendly reporting features. Investment strategies can be crafted to align with each client's unique risk appetite and goals. Users are empowered to visualize and manipulate the underlying assumptions influencing projected results. Monte Carlo simulations can be executed to aid in making wise financial decisions, while thousands of innovative simulations help pinpoint the most likely outcomes. By leveraging these powerful tools, financial professionals can gain deeper insights into market dynamics and client needs.
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Pricing
Pricing Starts At:
Free
Free Version:
Yes
Integrations
Company Details
Company:
Pershing
Headquarters:
United States
Website:
www.pershing.com/netx360/advisor-experience
Media
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Product Details
Platforms
Mac
iPhone App
iPad App
Android App
Types of Training
Training Docs
Webinars
In Person
Training Videos
Customer Support
Business Hours
Online Support
NetX360 Features and Options
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