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Average Ratings 0 Ratings
Description
NetX360® serves as a centralized platform for professionals to effectively run their businesses and cater to their clients by leveraging data and analytics to transform the user experience. It accommodates various business models, whether you're involved in commission, advisory, retail, self-directed, institutional, or asset management. Users can enjoy a multitude of benefits, such as enhanced process efficiency through global search capabilities that simplify information retrieval, a more seamless overall experience, and wide-ranging integration options with solutions for market data, news, research, financial planning, and reporting tools. With NetX360, you can harness its capabilities no matter where you are. The mobile version, NetX360 Mobile, allows you to conduct business on the go, providing easy access to client information and ensuring you remain updated on the latest market trends and news. Additionally, you can swiftly fund accounts using mobile check deposits, making your workflow even more efficient. This combination of accessibility and functionality empowers professionals to stay ahead in a fast-paced environment.
Description
Boost the expansion of your wealth management enterprise with a versatile and all-encompassing platform. The WealthMapper platform empowers you to harness a robust array of partners within our ecosystem, facilitating the introduction of innovative retail wealth management services. This modular digital toolkit employs cutting-edge advancements in technology and distribution, enhancing both innovation and speed to market. WealthMapper enables you to offer seamless services that provide a holistic view of clients’ financial assets, current accessibility, and recommended actions to take. We provide comprehensive wealth management solutions, ranging from adaptable customer-facing services to efficient and leading-edge back-office operations. For financial service providers, WealthMapper propels your growth objectives through pre-integrated, top-tier solutions and services. For consumers, it serves as an essential tool to enhance visibility, accessibility, and actionable insights regarding their financial status, making informed financial decisions more attainable. Overall, WealthMapper stands as a transformative resource in the wealth management landscape.
API Access
Has API
API Access
Has API
Integrations
MoneyGuidePro
Nitrogen
RightCapital
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Pershing
Country
United States
Website
www.pershing.com/netx360/advisor-experience
Vendor Details
Company Name
tietoevry
Country
United States
Website
www.tietoevry.com/en/banking/digital-insurance-and-wealth-ecosystems/wealth-management-ecosystem/