The New NetX360®

A Personalized and Intuitive Platform to Power Your Business Needs

The new NetX360® features an intuitive user interface and personalized navigation that simplifies how the brokerage and advisory world does business and engages with clients. Using easy navigation tabs, custom dashboards and global search, you have access to all of the information and tools you need to manage client relationships, evolve your practice, perform research, execute trades and more. NetX360 is your gateway to a leading network of information and technology providers to help you grow your business quickly and efficiently.

Brochure | Premium Content Brochure | NetX360® Application | NetX360 Mobile for iOS | NetX360 Mobile for Android

NetX360® Video

With all of the information and tools you need to conduct business on NetX360, you will be able to engage clients and prospects more effectively, identify new opportunities easily and grow your business more efficiently. Combining the best of the brokerage and advisory worlds, NetX360 offers you access to market data, tools and analytical capabilities, sales and transaction processing, trading, practice management resources, compliance risk management, in addition to a wealth of leading third-party information and technology solutions.

Award-winning Mobile Solutions
Waters Sell-Side Technology Award 2014In today’s marketplace, it is critical to stay connected while on the move—wherever you are. For 20 years, Pershing has been developing mobile technology solutions that optimize the way you manage and grow your business while helping investors meet their financial objectives. Pershing’s NetX360® Mobile and NetXInvestor Mobile platforms allow you and your investors to access robust tools and up-to-the-minute information – anytime, anywhere.* These tools are built with a focused vision that provides a market-leading Mobile First experience with compelling interfaces, quick access to information, self-service enabled functionality and opportunities to collaborate.

NetX360 Mobile and NetXInvestor Mobile from Pershing have been recognized as innovative leaders in financial services technology. They were named Best Mobile Initiative in Waters Sell-Side Technology Awards in 2014 and 2013 and the #1 Most Popular Industry Mobile App by InvestmentNews in 2012.

*Subject to system access and availability.

Using NetX360’s new simple and intuitive interface, you can organize and access information based on how you do business. Features to help you increase efficiency include:

  • My Dashboard pages that allow you to customize your experience by dragging and dropping content tiles, renaming pages and tabs and selecting a two- or three-column layout
  • Up to 16 selections of the most recently viewed pages are displayed upon log in to the system or you can add a new tab, bringing you directly to your last activity
  • Global search provides dynamic search capabilities to quickly access account, household, functional or informational data
  • Summary and detailed account workbook pages allow you to quickly view an account overview or drill down into the details you need
  • Readily access your frequently used actions, content and favorites via the My Menu feature
  • User-friendly split screens enhance your productivity

NetX360 helps you manage compliance oversight with timely information and tools to help navigate the complex and ever-changing regulatory and compliance environment. Monitor pre- and post-trade compliance and pro-actively manage rules and events that affect client accounts:

  • Benefit from The Rules Engine™—a database of complex order management rules that address more than 300 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 Continuing Education 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 ability to respond efficiently to new opportunities begins with access to industry-leading tools and content. NetX360’s open architecture technology lets you access many of the industry’s most respected providers of research, tools and market data.

  • Connect to customer relationship management (CRM) applications and performance reporting tools, like Salesforce.com, Redtail and Black Diamond.
  • Tap into an array of premium tools from third-party content providers in the industry, including MoneyGuidePro, Morningstar®, Dow Jones, and Thomson Reuters®, all to enable you to expand 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
  • Intuitive Navigation
  • Global Search
  • Improved Data Presentation
  • Multi-tasking Features
  • Account Management
  • Practice Management

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