NetX360®

ONE COMPLETE SOLUTION TO MANAGE YOUR EVOLVING BUSINESS

NetX360®, Pershing’s game-changing technology platform for investment professionals and RIAs, provides the tools you need to manage and grow your business, increase your efficiency, and automate your compliance.

NetX360® offers one complete solution to track your clients, execute trading and conduct research, and access an impressive array of industry-leading information and solution providers to enhance your business. Take advantage of the award-winning NetX360® difference.

Download Brochure     Download NetX360®    Premium Content Brochure (existing NetExchange® users only)

NetX360® Video

NetX360 provides one complete solution, combining the best of the brokerage and advisory worlds onto one platform, to make it easier for you to grow your business. In addition, the market data, tools, and analytical capabilities available throughout NetX360 will help you identify potential revenue generating opportunities from both new and existing clients.

From sales to transaction processing and from trading to managing compliance risks, NetX360 will simplify your daily tasks, enabling you to save time, reduce errors, and accomplish more.

Award-winning Mobile Solutions
Waters Sell-Side Technology AwardIn today's marketplace, it is critical to stay connected while you're on the move – wherever you are. For 20 years, Pershing has been developing mobile technology solutions that optimize the way advisors manage and grow their business and enable investors to meet their financial objectives. Pershing’s NetX360® Mobile and NetExchange Client® Mobile platforms allow investment professionals and investors to access robust tools and up-to-the-minute information, anytime, anywhere. These tools are built with a focused vision that provides professionals and investors with market-leading Mobile First experiences that have compelling interfaces, provide quick access to information, enable self-service functionality and engage users with unique opportunities to collaborate.

NetExchange Mobile from Pershing has been recognized as a leader in financial services. It was named Best Mobile Initiative in Waters inaugural Sell-Side Technology Awards in 2013 and the #1 Most Popular Industry Mobile App by InvestmentNews in 2012.

Efficiency is the driving force behind NetX360. Listed below are some key NetX360 features that will help increase efficiency and boost your productivity:

  • Personalized dashboards enable you to customize your homepage
  • Relationship-based navigation panel allows one-click access to client accounts, viewable by group, individual, and household levels
  • Enhanced functionality for task management, client onboarding, analytics and reporting enable you to streamline operations
  • Keyboard shortcuts and right-click capability provide quick access to various pages throughout the system
  • Rollover functionality enables you to quickly obtain key information on symbols and accounts
  • Dynamic menu items hide features that are not accessible, providing a clean view of what you can access
  • Related task links provide shortcuts to logical next steps throughout the application
  • Tabbed browsing and launchable windows make multi-tasking easy; dual monitor configurations are supported

NetX360 helps you enhance compliance oversight with tools to monitor pre- and post-trade compliance and rapidly learn about events and regulations that affect clients’ accounts:

  • Benefit from The Rules Engine™—a database of complex order management rules to address more than 200 regulatory, credit, and business issues that cover trading, new account opening, and more.
  • Review our suite of anti-money laundering (AML) surveillance, trade surveillance, and sales practice monitoring tools.*
  • Access the Items for Attention screen—a consolidated source for viewing margin notifications, incoming and outgoing account transfers, required minimum distributions (RMDs), individual retirement account (IRA) contributions, and more.
  • Create customized reports based on specific client account information with eAnalytics and eAnalytics 2.0, a powerful data mining tool.
  • Monitor CE requirements and track licensing and registrations.*
  • Use Task Management to collect, organize, process and monitor simple and complex tasks.

* Certain features require licensing through Pershing's affiliate, Albridge Solutions, Inc.

The NetX360 open architecture technology and Pershing’s industry providers enable you to access the content and solutions providers of your choice. This effectively manages your clients’ accounts and your business.

  • Connect to customer relationships management (CRM) applications and performance reporting tools, like Salesforce.com, RedTail and BlackDiamond.
  • Tap into an array of premium tools from name brand third-party content providers in the industry, including MoneyGuidePro, Morningstar®, Dow Jones, and Thomson Reuters®, all designed to help you build knowledge and grow your business.
  • Identify investment opportunities using objective, independent equity recommendations from Argus Research, Credit Suisse, Convergex Group and mutual fund rankings from Morningstar®.
  • Get streaming market data through IDC with access to global markets, advanced charting, expanded asset classes, and premium news services.
  • Leverage the third-party providers and discounted pricing that only Pershing’s breadth and depth can provide.
  • Access cost-effective “packages” and take advantage of significant savings, while empowering your firm with the most up-to-date financial news, research and data.

Details available in the Premium Content Brochure. Additional fees may apply for premium services

To learn more about NetX360
Contact us and find out how we can help manage your evolving business.

Technical and Support Questions
For technical and support questions contact us at PCTD@pershing.com.

The NetX360 Difference:

Personalization

  • Tailor screens
  • Set up custom client groups
  • Create model portfolios
  • Review Items For Attention
  • Receive Activity Alerts

Multi-Tasking Capability

  • Launchable windows
  • Tabbed page design
  • Access multiple “live” windows
  • Supports dual monitors

Intuitive Navigation

  • Client-based navigation
  • Keyboard shortcuts
  • Dynamic entitlements
  • Rollover functionality
  • Related task links

Account Management

  • Online account opening
  • Balances
  • Projected cash flows
  • Transaction history

Practice Management

  • Business building
  • Knowledge management
  • Efficiency information
  • Marketing material
  • Online and on-site training

Connect with Pershing