Professional Experience

Streamline the Client Onboarding Experience

Onboarding clients should not be difficult, and with NetX360 the process is simple and easy. Streamline processing and reduce Not in Good Order (NIGO) rates, while increasing funding percentages and delivering superior service to your new clients.

With a seamlessly integrated environment, you’re able to handle every step of the client onboarding process, including:

• Pre-populating applications with existing client data from NetX360 or your own CRM
• Generating forms
• Gathering signatures
• Funding accounts

You can also customize the process to suit the way you work.

Efficient, On-Demand Integrated Forms
Update and distribute standard or broker-customized application forms faster and easier with prefilled online forms. In addition, deliver a cleaner client experience by selecting and producing the forms required to open a specific type of account.

Convenient Electronic Signatures
Complete the onboarding process in minutes, without sending hardcopy documents. Our eSignature solution provides a transparent, trackable process with secure, verifiable signing options for gathering client signatures electronically.

Integrated Reporting and Business Intelligence

NetX360’s array of business intelligence tools allow you to easily generate tailored reports, access actionable intelligence and perform quick analyses to help manage your business more efficiently. Choose from a range of options to meet your needs—from a report center for standard reports to dashboard insights and analytics to watch your money in motion.

NetX360 enables you to:

• Integrate patterns and trends that can help you spot issues and pinpoint new opportunities for growth.
• Generate customized client reports based on specific client account information.
• Filter through a list of criteria, run reports on demand or schedule reports to run on a recurring basis.
• Export reports for further analysis or save electronically.
• Evaluate your business to identify areas for improvement and make adjustments to create a successful strategy.

Take a deep dive into data to identify important events or to take a more strategic, broader view of the business. NetX360 caters to users with varying levels of data savviness. While we enhance data and analytics, we remain focused on protecting your clients’ data. Regardless of your approach, NetX360 is there to help.

Managing Assets

Pershing has a number of solutions for advisors to manage client assets globally by facilitating multi-currency trading and reporting.

Managed Accounts Solutions

The fully integrated Managed Accounts technology in NetX360 supports mutual fund/exchange-traded fund (ETF) wrap, separately managed accounts (SMA), unified managed accounts (UMA), dual contract and rep advised programs. These solutions are supported by a suite of tools to take you from proposal to performance reporting.

Investment Solutions

• FundCenter^® offers 28,000+ funds and FundVest® offers access to more than 8,000 no-transaction-fee (NTF) mutual funds.
• ETF Center provides searchable data on more than 2,100 Exchange-Traded Funds (ETFs) and Exchange-Traded Notes.
• Alternative Investment Center provides access to more than 2,000 alternative investments, including no-transaction-fee funds for retirement and non-retirement accounts.
• Subscribe^® has real-time order entry for new and subsequent annuity purchases in approved or pending brokerage/managed accounts.
• Fixed Income Center includes BondCentral^®, an interactive, online fixed income trading platform that includes market data, news and research.
• 529 Center has a complete package of tax-advantaged open and objective solutions, educational resources, marketing communications and online calculators.

NetX360’s Resources provides access to more than 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 with noteworthy information on a variety of operational, regulatory and consultative topics.

Learning Center and Client Training provides a 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.