Solutions to Support the Advisor Experience

Technology and Data Management Solutions for Advisors

A Simpler, More Personalized Way to Work

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.

Manage Your Business on One Platform

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:

  • Improve your productivity by making it easy to find information with global search, stay abreast of important activity with alerting tools, better manage your time with streamlined workflows.
  • Provide an enhanced client experience with integrated client onboarding, CRM, e-Signature forms management capabilities and user defined dashboards.
  • Access an integrated storefront experience to a wide variety of solutions from over 250 third party providers of market data, news, research, financial planning and reporting tools.
  • Turn your data into valuable business-building information with reporting and analytics solutions.
A Digital Experience to Support Your Business

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.

Stay Productive On the Go

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 functions.

Featured Solutions and Resources