NetX360+ helps increase productivity and efficiency through a reimagined experience with simplified features, streamlined navigation and workflows to benefit advisors, bankers, wealth and asset managers, and other financial services professionals
Comprehensive features designed for wealth management professionals
Advanced portfolio analysis tools with real-time performance tracking, risk assessment, and comprehensive reporting capabilities.
Execute trades across multiple asset classes including equities, options, fixed income, mutual funds, and alternative investments.
Comprehensive relationship management tools with detailed client profiles, activity tracking, and communication history.
Generate comprehensive reports, statements, and compliance documentation with customizable templates and automated workflows.
Enterprise-grade security infrastructure with multi-factor authentication, encryption, and compliance monitoring for data protection.
Real-time market data feeds, research tools, and comprehensive analytics to support informed investment decisions.
Built for efficiency and compliance
Simplified features and intuitive navigation reduce time spent on routine tasks, allowing you to focus on client relationships.
Seamlessly integrates with Pershing's ecosystem and BNY Mellon services for comprehensive wealth management solutions.
Stay current with live market data, instant notifications, and synchronized information across all devices and platforms.
Dedicated technical support team available to assist with platform navigation, troubleshooting, and feature implementation.