NetX360® is Pershing’s digitally enabled professional platform for broker-dealers, wealth managers and advisors. It is designed to help you work more efficiently, onboard and collaborate with clients more effectively, and stay connected on the go. It helps you easily manage accounts, deliver first-rate service and develop new revenue opportunities. Our flexible technology gives you easy access to a wealth of market-leading solutions from Pershing and over 250 third-party providers for CRM, financial planning, research and much more.

For more details of our NetX360 platform and Premium Content providers see the NetX360 brochure [PDF] and NetX360 Premium Content [PDF] brochure.

NetX360 Dashboard

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:

  • Global Search speeds your ability to find information
  • Split Screen, making it easier to view categories such as balances, trades, and performance and the detail behind them
  • Quick views of summary or detailed account information
  • Access to information available through subscription or integration with other systems, including CRM, Market News and more

For more information on the NetX360 Dashboard, download the NetX360 brochure [PDF].

Client Onboarding

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:

  • Simplify your client onboarding process with one click
  • Reduce Not in Good Order (NIGO) rates
  • Obtain instant access
  • Gather verifiable, secure e-signatures
  • Fund accounts faster and achieve higher funding rates

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.

Client Meeting Preparation

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.

Access to Premium Content

Access to resources, combined with the efficiency of a seamlessly integrated environment. Leveraging Pershing’s network of more than 250 leading third-party content providers is easy. Available directly to you through NetX360, our Premium Content solution provides access to various resources combined with the efficiency of a seamlessly integrated environment. These premium content providers are part of our expansive ecosystem of market data, news, research and financial tools. Providers include:

  • Market Data and News
    Interactive Data Corporation, Thomson Reuters
  • Research
    Argus, Convergex Group, Credit Suisse, Market Edge, Morningstar, The Rankings Service, Research Alliance, Standard & Poor's, Thomson Reuters
  • Tools
    Albridge, Black Diamond, Broker's Ally, EBix, Equifax, MoneyGuidePro, Morningstar, NRS, NaviPlan, Redtail,, Standard & Poor's, Wealth2k.

For more information on our Premium Content providers, download the NetX360 Premium Content [PDF] brochure.

NetX360 Client Relationship Management (CRM)

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.

Enjoy a choice of CRM solutions.
NetX360’s built-in CRM solution tracks relevant client and prospect information. It includes contact, notes and opportunity management features.® and Redtail Client Relationship Management (CRM) provides access to multi-user calendaring, document management, family householding, “Know Your Customer” information, workflow management and more.

EBix SmartOffice supports investment tracking, marketing, sales, customer service, policy tracking, compliance tools, and more.

Business Process Management

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:

  • Automate manual processes
  • Facilitate compliance with firm policies and regulations
  • Shorten training times and cut costs

Pershing’s Business Process Management tools include a wide range of solutions to help streamline operations and manage risk:

  • Alerting capabilities on your NetX360 dashboard deliver real-time alerts so you can readily monitor items requiring your attention
  • Enterprise Workflow enables straight-through processing and automatically identifies and routes exception items for further action
  • Activity Monitor helps you track the efficiency, volume and performance of operations, processes, teams and transactions


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.

Learning Center and Client Training provides a wide variety of live and on-demand courses that address a multitude of business needs. Access our continuing education programs, which feature a full calendar year of national, regional, and virtual events to keep up with industry trends.

Financial Solutions features comprehensive suites of educational literature, marketing and sales content to learn more about Pershing’s products and services.

* 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).