My Dashboard is NetX360's highly customizable home page. You can tailor the platform's content and navigation to the way you conduct your business. Build and rename dashboard pages and tabs; drag and drop content tiles to create relevant displays of information; and modify navigation and content hierarchy.
From My Dashboard, you can also access a host of tools to make navigation easy, including:
For more information on the NetX360 Dashboard, download the NetX360 brochure [PDF].
Fully integrated into NetX360, our Client Onboarding solution makes it easy to complete every step needed to onboard a new client—from populating data to generating forms to obtaining signatures and funding accounts. Our seamless solution can help you:
You can pre-populate data directly from NetX360 or your CRM tool, eliminating the need for manual rekeying. E-Signature enables clients to sign forms electronically—resulting in a paperless account opening process that is transparent, secure, trackable and verifiable.
NetX360 provides a wide range of reporting solutions to meet specific needs—from client meeting preparation to standard and customized reports to business intelligence dashboards. You can quickly produce reports for client meetings and manage your business more effectively, and create detailed analytical dashboards to deliver actionable data straight to the desktop.
Report Center gives you access to a large repository of reports that help address important business questions quickly eAnalytics and Analytical Dashboard provide powerful reporting and data mining tools to generate custom client reports.
NetX360 gives you a cost-effective way to tailor the right client relationship management (CRM) solution for your business. Our proprietary CRM solution provides you many of the essential features you need for tracking important client information.
In addition, Pershing’s flexible technology makes it easy to support integration with leading third-party CRM solutions with data shared seamlessly among applications.
Resources you need to maintain compliance and grow your business. Pershing provides extensive expertise in helping financial businesses monitor key activities and optimize business processes. We give you access to a host of award-winning* Business Process Management tools and solutions. Our tools can help you:
Pershing’s Business Process Management tools include a wide range of solutions to help streamline operations and manage risk:
NetX360’s Resources provides access to over 3,000 educational, sales, training and marketing communications resources to help you reach your business goals.
Marketing Center is your destination for relevant and engaging advisor programs, turnkey marketing content and automated communication tools. Built-in functionality allows you to add branding and personalization, and distribute through multiple distribution channels.
Communications Center helps you stay up to date on noteworthy information on a variety of operational, regulatory and consultative topics.
* Winner in Workflow Management Coalition (WfMC) Excellence in Case Management Awards (2014), finalist in WfMC Business Process Management Awards (2013), Honorable Mention in Gartner Business Process Management Excellence Awards (2013).