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.
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
In 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:
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:
* 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.
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: