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NetExchange Client enables your firm to offer your clients an online brokerage platform to access account information, place trades, and get quotes, news, and research to help them manage their finances.
NetExchange Client is a powerful tool to help your clients manage their investments online. Your clients can enter orders seven days a week and enjoy the flexibility of investing whenever they want. In addition, clients can review their orders before submitting them and will receive an online acknowledgement indicating that the order was received. NetExchange Client also provides timely information to help your clients manage their portfolios.
Day and night, your clients can access their balances, portfolio holdings, account activity, order status, cost-basis information, projected cash flow, brokerage account statements, trade confirmations and more. For added convenience, your clients can download their account information into Microsoft Money, as well as Quicken and TurboTax products from Intuit using Open Financial Exchange (OFX) technology.