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Advisor Experience

NetX360®+ is the next generation of our web-based professional platform

NetX360+ delivers a simpler, smarter and more personalized digital experience. Whether your firm is a broker-dealer, bank, registered investment advisor (RIA), fintech, or institutional firm, NetX360+ can help you manage your business more efficiently and serve your clients more effectively.


Reimagined Experience

From market research and client onboarding, to trading tools and business insights, we’ve reimagined the experience of our professional platform with NetX360+ to help drive growth and efficiency for your business. This includes:

  • Simplified screens for client assets, activity and transactions as well as seamless access to third-party tools and content
  • Personalized navigation, relevant analytics and curated market content to streamline your experience, assess business and stay on top of the markets
  • Smart search that uses machine learning and analytics to identify insights for your business
  • Integrated learning on-demand to support platform adoption and business growth


No two advisors are exactly the same. This is why we’ve designed NetX360+ to work with you as a personal digital partner — the more you engage with it, the more it will provide a curated experience, including insights tailored just for you. We've designed the experience to be more personalized, intuitive, and streamlined to your needs.

  • Personalization based on individual user profile and usage patterns
  • Intelligent search results for faster access to relevant data
  • New data insights that highlight recommended next best actions

Client-Centric Views

Wealth management firms and advisors are always seeking better ways to enhance relationships with their clients and thus need the ability to view entire client relationships. NetX360+ represents a critical shift from an account-centric approach to a client-centric vision of your business. This helps to:

  • Streamline account opening and maintenance
  • Improve the quality of client information and data
  • Establish a more seamless experience with integrated third-party tools such as client relationship management (CRM), financial planning and portfolio management

Streamlined Client Onboarding

With NetX360+, you get access to the full suite of Pershing’s client onboarding capabilities. Our streamlined process helps to reduce the time to fund accounts while delivering superior service to your clients. Our capabilities are digital and can be used to help you:

  • Initiate multiple accounts for a client at the same time
  • Minimize the need for manual rekeying using existing client data from NetX360+ or your own CRM
  • Reduce the time to fund accounts with fewer manual steps to gather signatures and initiate transactions
  • Gain greater visibility throughout the account opening process

Data & Analytics

With NetX360+, we’ve brought data and analytics front and center to the experience. Our homepage features a dashboard view with curated content and analytics – helping to spotlight better ways to serve your clients. Machine learning-driven search results enable faster access to relevant data and offer insights to help you grow and become more efficient. This 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
  • Evaluate your business to identify areas for improvement and make adjustments to create a successful strategy

Featured Solutions and

Improve operational efficiency the smart and convenient way.

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Open framework for seamless integration and accessing best-of-breed technology solutions.

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A modernized online experience for investors.

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Interested in NetX?

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