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.
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IUX
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Moneyinfo
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Provisian
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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
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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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