Take the power of NetX360 wherever you go. With NetX360 Mobile you can work wherever you are, whenever you are on the move. Easily access your clients’ information and stay on top of the latest market developments and updates with uninterrupted access to the most critical business functions.
With streamlined, intuitive navigation our mobile solutions allow you to:
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:
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 e-Signature solution provides a transparent, trackable process with secure, verifiable signing options for gathering client signatures electronically.
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:
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.
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.
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.