NetX360 Description

NetX360®, a single point for professionals, is designed to help them manage their businesses and provide support to their clients. It focuses on data and analytics to reimagine their client experience. NetX360 can be used regardless of your business model. NetX360 offers many benefits, including improved process flow and global search that makes it easy to find information. It also provides a simplified experience and access to integration partners across a variety solutions for market data and news, research, financial planning and reporting tools. You can take the power of NetX360 with you wherever you go. NetX360 Mobile allows you to work from anywhere, anytime. Access client information quickly and easily, and keep up to date with the latest market developments. You also have uninterrupted access to the most important business functions. Mobile check deposits make it easy to fund accounts quickly.

Pricing

Pricing Starts At:
Free
Free Version:
Yes

Integrations

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Company Details

Company:
Pershing
Headquarters:
United States
Website:
www.pershing.com/netx360/advisor-experience

Media

NetX360 Screenshot 1
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Product Details

Platforms
Mac
iPhone
iPad
Android
Type of Training
Documentation
Webinars
In Person
Videos
Customer Support
Phone Support
Online

NetX360 Features and Options

NetX360 Lists