In today’s marketplace, it is critical that you stay connected. NetX360® enables you to conduct critical business operations while you're on the move—wherever you are. It will also help you stay on top of the latest market developments and updates, and provide access to essential activities that support your business.
You have a virtual office at your fingertips. With a few simple clicks, you can take a look into your practice through the NetX360® dashboard, and gain insight into what's happening in the market and with your clients' accounts. You can:
• Remain productive out of the office by accessing your client's account profile, balances, holdings and activity
• View the balances, holdings, activity, market value, money funds, equity and cash available for any accounts and households
• Find your clients' contact information, view their address and reach out to them
• Stay on top of the market shifts by absorbing real-time information and access to your "watch lists"
• Be notified of time-sensitive needs via alerts and notifications
• Trade equities, ETFs and mutual funds
• Surface opportunities by viewing unrealized gains and losses and available funds for investing
• Review top balances by market value, net worth and funds due across your book of business
• Access your commission summary
From your tablet, you can also access:
• Access account statements, quarterly performance reports and other documents
Anytime, anywhere—that is the power of mobility. That is the power of NetX360 for your mobile device.
FOR AUTHORIZED USERS ONLY
This application can only be activated for use by authorized users from introducing broker-dealers or investment advisory firms which have a current, written agreement with (as applicable) Pershing LLC, or Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, that permits such activation. In addition, in order to activate this application, your firm must pre-approve you as a user, and provide you login credentials.