Maximizing the custodial experience for your investors
As a secure, resilient, and flexible custodial technology solution, NetXInvestor keeps you and your clients connected. It offers clients an elegant and intuitive digital investment solution combined with powerful, flexible self-service tools so that you can configure the platform to your own brand and client experience.
Key Benefits
Keep you and your brand at the center of your clients’ financial lives.
With NetXInvestor, your clients can:
- View account statements, trade confirmations and tax statements online through eDelivery
- Get instant access to balances, portfolio holdings, account activity, tax information and more
- View a comprehensive account summary at a glance—right from the home screen
- Pay bills via single sign-on to Bill Suite™
- Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds
A Modern and Secure Experience
NetXInvestor delivers a rich experience and broad flexibility that lets you adapt to the changing ways investors want to do business—now and in the future.
Key Features
With NetXInvestor, your clients can easily obtain information about their accounts.
Portfolio Solutions
NetXInvestor’s platform will give your clients access to open and objective model providers that includes portfolios managed by BNY Mellon Advisors and integrations with third-party providers.
Wealth View
Wealth View, powered by Wealth Reporting and Insights*, is a value-added account aggregation and performance reporting solution that offers clients a more complete financial picture. Clients can gather greater financial insights, enabling better informed decisions – anytime, anywhere.
Account Information
Give your clients an on-demand look at their account information with value over time charts, graphs, tools to set and track financial goals, and other features designed to help them better understand their portfolio.
My Client View
Allows you, through NetX360+, to view what your client is seeing in NetXInvestor, helping to streamline collaboration and portfolio reviews.
Digital Authorization
Streamlined and secure way for you to obtain client approval on electronic asset movement requests.
Market Research
Extensive content offering from industry-leading research providers, including advanced screeners, and research on thousands of stocks, options, ETFs and mutual funds.
eDelivery
Go paperless and have clients sign up for eDelivery of account-related communications including statements, confirmations, prospectuses and much more.
Financial Goals
Provide tools to help your clients set and track financial goals directly from the homepage – all without subscribing to an added service.
Self-Service Options
More and more clients are demanding easy-to-use tools to perform basic tasks. With our innovative self-service tools, clients can gain greater access to their accounts while advisors gain greater freedom to focus on strengthening relationships.
Account Opening
Start client relationships off right with our digital account opening process. Integrated account funding helps improve the experience and reduce unfunded accounts.
Asset Movement
Support a paper-free setup and schedule asset movements so clients can move money with greater convenience.
Additional Self-Service Options
Take advantage of additional options such as mobile check deposit, alerts and more. Dynamic entitlements let a firm choose the access appropriate for clients.
Access for Everyone
We understand that each client is unique. That is why our focus is on you and your clients, to foster better engagement for any client situation. As such, we are committed to driving accessibility and providing an exceptional experience for everyone.
Some highlights of NetXInvestor includes:
Among the first in the industry to offer a full Web Content Accessibility Guidelines (WCAG) 2.0 compliant site and certification by an independent third-party
Access for clients with disabilities to select the “Accessible Theme” for navigation and appearance that follows the Americans with Disabilities Act (ADA) guidelines
Spanish language theme available
Interested in NetXInvestor?
Please fill out the form below, and we’ll be in touch as soon as possible.