NetX360™ via Apple iPad® is now Available

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”