Professional & Investor Portals

Professional Workstation

The NetX360® professional workstation allows your firm to efficiently manage business – from client onboarding and CRM to trading, operations and reporting.

Resources:

Download the NetX360 Mobile app to get started now:

Here are five noteworthy NetX360 features to Go Digital.

  1. Mobile Check Deposit
    Mobile Check Deposit gives you and your clients a fast and easy way to deposit checks from any mobile device. Access step-by-step instructions in the NetX360 Mobile User Guide starting on page 45.
  1. My Client View
    My Client View allows you to see what your client is seeing in the investor portal, NetXInvestor®, enabling a more efficient and productive online interaction. Learn more on accessing My Client View on page 67 of the NetX360 Getting Started User Guide.
  1. Trading
    You can access 21 of the most commonly traded markets via NetX360 Order-Entry. Learn more on our trading functionality in the Global Order Entry System (GOES) Guide.

    Block Trading and Rebalancing helps you and your firm manage transactions efficiently. Learn more in the Block Trading and Rebalancing Quick Start Guide.
  1. Online Dashboards and Business Insights
    NetX360 Analytics provides valuable intelligence from business data, and includes Money in Motion, which allows your firm to track new asset flows and business performance while excluding market fluctuations.

    Resources:
  1. Alerts and Items for Attention
    NetX360 keeps you on track with Alerts and Items for Attention which are fully integrated with workflow protocols. They can be customized to trigger based on status changes for an account, updates from your clients or completion of specific processes. Learn more about our Alerts and Items for Attention in the NetX360 Getting Started User Guide starting on page 68.

 

Investor Portal

The online investor portal, NetXInvestor, enables your clients to access account information, place trades, view trade status, transfer funds, request a check, get quotes, perform market research, read news and much more. Clients can also view their accounts, tax statements and trade confirmations online.

Resources:

Download the NetXInvestor Mobile app to get started now:

.