NetX360

What is NetX360?

The NetX360 platform is a comprehensive cloud-based solution designed to streamline investment management tasks for financial advisors and organizations. It offers a range of features to support client onboarding, portfolio management, trading, and client engagement. The platform enables advisors to handle various business lines, including brokerage, bank custody, and other operations, through a single unified account. It facilitates client onboarding by pre-populating data from different sources or native CRM, generating forms, gathering signatures for approval, and funding accounts Advisors can access client details, track market updates, fund accounts with check deposits, share documents, and submit orders using mobile applications. NetX360 also offers integration with several third-party applications, such as BlackRock, Morningstar, AdvisorEngine, Salesforce, Addepar, and Jemstep, enabling seamless data exchange and workflow management The platform's e-Delivery module allows investors to access statements, confirmations, shareholder data, and letters electronically. Additionally, firms can utilize business intelligence tools to identify issues, patterns, trends, and growth opportunities, and create ad-hoc or scheduled reports

Highlights

• Client onboarding automation: Pre-populating data, generating forms, gathering signatures, and funding accounts
• Multi-business line management: Handling brokerage, bank custody, and other operations through a single platform
• Mobile access: Enabling advisors to access client details, track market updates, fund accounts, share documents, and submit orders on the go
• Third-party integration: Seamless data exchange and workflow management with various financial technology applications
• Electronic document delivery: Providing investors with easy access to statements, confirmations, and other financial documents
• Business intelligence tools: Identifying issues, patterns, trends, and growth opportunities, and generating customizable reports