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.
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
In today’s marketplace, it is critical to stay connected while on the movewherever 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:
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:
* 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.
Details available in the Premium Content Brochure. Additional fees may apply for premium services
Technical and Support Questions
For technical and support questions contact us at PCTD@pershing.com.
The NetX360 Difference: