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.

Pricing

Pricing Starts At:
Free
Free Version:
Yes

Integrations

Reviews

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

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

Media

NetX360 Screenshot 1
Recommended Products
Train ML Models With SQL You Already Know Icon
Train ML Models With SQL You Already Know

BigQuery automates data prep, analysis, and predictions with built-in AI assistance.

Build and deploy ML models using familiar SQL. Automate data prep with built-in Gemini. Query 1 TB and store 10 GB free monthly.
Start Free

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

NetX360 Lists

NetX360 User Reviews

Write a Review
  • Previous
  • Next