NetX360: The Next Generation NetExchange Platform

NetX360, provides all of the tools you need to manage your clients’ accounts, deliver first-rate service, create new sales and revenue opportunities, and increase your productivity and performance, regardless of your business model.

NetX360’s open architecture technology enables you to easily connect to your choice of customer relationship management (CRM) applications, financial planning solutions and performance reporting tools, as well as market data, news and research providers. Within a seamless delivery platform, NetX360 provides:

  • Customizable Views: Tailor your screens, account groups and data displays to suit your individual work style and needs
  • Simplified Navigation: Make fewer clicks to quickly and easily find the information you need
  • Superior User Experience: Complete the tasks needed to grow and manage your business with greater speed
  • Improved Productivity: Perform your operational tasks faster by leveraging NetX360’s efficiency-related features
  • Advanced Compliance Monitoring: Ensure pre- and post-trade compliance, and quickly learn about events and regulations that may affect your clients’ accounts
  • Integrated Functionality: Access tools, research, market data, quotes, news and trading information from a single, easy-to-use source

By offering a breadth of resources, ranging from sales and transaction processing to compliance risk management, NetX360 will simplify your daily tasks—helping you to improve your service and increase your productivity. And, because NetX360 will be regularly enhanced with newer functionality, it will remain an adaptable business platform that allows you to keep pace with your evolving business needs.

In short, NetX360 is, perhaps, the most complete business management technology platform available today for investment professionals and registered investment advisors alike.

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