The ability to access account information when away from the office has never been more important. To give investment professionals greater access to their client data via NetX360™ anywhere, anytime, we have added the Apple iPad® to our NetX360 Mobile offering, which also supports BlackBerry®, Windows Mobile® and iPhone®. Soon, NetX360 will also be available via the Google Android®.
With NetX360 on the iPad, subscribing investment professionals are able to:
- View top account balances by market value, net worth and funds due
- Access commission summary
- Review unrealized gains and losses
- View top cash positions and projected cash flow
- Retrieve clients’ account profiles, balances, holdings and activities
- Access account statements and other documents
- Trade equities and mutual funds
- See balances, holdings and activities within accessible household accounts
- Analyze stock quotes and access “watch lists”