NetX360 | Pershing

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NetX360 | Pershing

Account Aggregation, Analytics, Custodial Platforms, Cybersecurity, Document Management, Document Management, Financial Planning, Portfolio Management, Portfolio Reporting, Trading

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About

NetX360 is a single point of access for professionals to manage their business and support their clients’ needs by focusing on data and analytics to re-imagine the experience and support their needs. Regardless of your business model—commission, advisory, retail, self-directed, institutional or asset management—NetX360 is for you.The benefits of NetX360 include improved process flows with global search to make it easy to find information, a streamlined experience and accessible integration partnership across a variety of solutions for market data, news, research, financial planning and reporting tools.

Contacts

https://www.pershing.com/netx360/

https://www.facebook.com/bnymellonpershing

https://www.linkedin.com/company/bnymellonpershing/

https://twitter.com/pershing

Products / Services

Security
Analytics
Asset Management
Research
Financial Planning
Reporting
Onboarding
Managed Accounts
Document Management
Account Opening
Trading

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 9

Partnership: 0

Addepar

Account Aggregation, Analytics, Portfolio Reporting

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates...

Integrations: 30

Partnership: 0

Albridge Applink

Account Aggregation

Albridge has relationships with more than 50 of the industry's leading technology providers. Through our Applink™ integration solution, clients can...

Integrations: 22

Partnership: 0

Advisors Assistant

CRM

Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents,...

Integrations: 25

Partnership: 0

Junxure

CRM

Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 13

Partnership: 0

NaviPlan | Advicent

Account Aggregation, Analytics, Financial Planning, Portfolio Management, Retirement Planning, Risk Profiling, TAMP, Tax Planning

A cash-flow-based program, NaviPlan is most popular among dually registered advisors as it is easily scalable to a differing number...

Integrations: 33

Partnership: 0

RightCapital

Account Aggregation, College Planning, Financial Planning, Investment Research, Retirement Planning, Tax Planning

RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital...

Partnership

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