NetX360

By providing the best features and functionality of the brokerage and advisory worlds, arming you with the tools and resources you need to efficiently manage client accounts, and creating an open architecture platform which enables you to connect to your choice of best-of-breed solutions, NetX360 proves to be one complete solution to support all of your business needs.

Features include: 

• Manage Client Relationships and Grow Your Business
• Designed to help you effectively manage your clients’ accounts, deliver first-rate service and develop new sales and revenue opportunities, NetX360 provides you with optimal tools, features and content that are virtually unsurpassed in the industry.
• Easily buy or sell equity products; buy, redeem or exchange mutual funds; and buy, sell or close options.
• Manage your fixed income business with BondCentral®, an interactive, online fixed income trading platform. Access a real-time inventory of fixed income products offered by more than 90 dealers throughout the United States. Place online buy/sell orders and bid/offer wanted requests, utilize the bond calculator and search for new bond issues.
• Purchase fixed and variable annuities through Subscribe®, Pershing’s powerful annuity platform.
• Access Report Center to view, print and save more than 1,200 daily and monthly reports.
• Use eAnalytics—a data-mining tool that enables you to access client account information directly from NetX360 to generate customized reports based on specific client account information, such as balances, holdings and trade activity. This data can be exported for further analysis.
• Benefit from a variety of retirement planning tools, such as distribution calculators, a retirement savings planning tool and the Latest News Center, which provide current information about retirement plans designed to help you assess your clients’ retirement needs. Through Retirement Center, you can use these tools to compare the different types of individual retirement accounts (IRAs) or to help determine which type of IRA will provide the greatest financial benefits for your clients.
• Order marketing materials, stay abreast of product updates and communications, participate in online training and register for Pershing-hosted events via Resources, a single source for business building, knowledge and efficiency information.
• Home office associates can simplify compensation management with comprehensive tools to help determine optimum payout structures, conduct peer-to-peer rankings and evaluate.

NetX360 Mobile

Stay in touch with your critical business functions wherever you go.

NetX360™ Mobile delivers critical business functions when you're on the move.
It helps you stay on top of the latest market developments and updates, as well as provides access to essential business functions needed to support your investment decisions. In today's marketplace, it is imperative that you stay connected wherever you are, whenever you need.

This unique platform provides you with a virtual office at your fingertips.
With a few simple clicks, your clients' account profiles, balances, holdings and activity are available in the palm of your hand. You can also check the balances, holdings and activity for any households you have created. Access to equities and mutual fund trading is also available so you can stay ahead of the market while on the go.