The NetX360® platform is a comprehensive wealth management portal where advisors have a single point of access to manage their business, conduct research, perform transactions and support their clients' needs. We continually invest in the platform to remove the technology burden from you so you can focus on managing your business and developing relationships with your clients.
Our powerful NetX360® platform provides the technology solution to manage your business, whatever your business model may be—commission, advisory, retail, self-directed, institutional or asset management.
NetX360 lets you:
NetX360 is part of an integrated suite of digital solutions that includes NetX360, NetX360 Mobile, NetXInvestor, NetXInvestor Mobile, NetXServices, Managed Account Solutions and Albridge solutions. Our flexible technology lets you easily connect NetX360 with your own proprietary systems. It also integrates with your choice of leading third-party solutions for virtually every business function–including CRM applications, financial planning and performance reporting tools.
NetX360® Mobile lets you keep working wherever you are, whenever you're on the move. Our award-winning app lets you easily access your client's information and stay on top of the latest market developments and updates with uninterrupted access to the most critical business f