Investor expectations are changing. Today clients want instant access to information, plus sophisticated tools to manage their finances.
Pershing's NetXInvestor® lets you provide clients a window into their financial world—and keep them connected with you online. It combines an elegant and intuitive investment solution with exceptional flexibility to configure our platform to your brand.
It can also help you save time and money in delivering information, thanks to powerful self-service tools and online distribution of electronic documents. With NetXInvestor, your clients can:
You can easily customize your client experience to fit the needs of your firm, your advisors and their clients. Dynamic entitlement controls let your firm choose the level of access you provide to your clients. You can also white label NetXInvestor to further strengthen your own brand.