NetX360Pershing
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Thomson ONE WealthLSEG Data & Analytics
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Related Products
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About
NetX360® is a single point of access for professionals to manage their businesses and support their clients' needs by focusing on data and analytics to reimagine the experience. 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 partnerships across a variety of solutions for market data, news, research, financial planning, and reporting tools. Take the power of NetX360 wherever you go. With NetX360 Mobile you can work wherever you are, whenever you are on the move. Easily access your client’s information and stay on top of the latest market developments and updates with uninterrupted access to the most critical business functions. Fund accounts quickly with mobile check deposits.
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About
Today’s dynamic and fast-paced business environment requires an efficient and nimble advisory. Thomson ONE Wealth is a complete front-to-back-office workflow solution that enables firms to scale and adapt with ease and agility. Keep abreast of market developments, so when an unexpected event unfolds, you can quickly assess the potential impact on your book of business. Enjoy unsurpassed depth and breadth of LSEG content to find patterns and create simple talking points. Use the wealth tools to create winning investment proposals, or the book management and client reporting tools to find actionable insights and strengthen existing relationships. Stay on top of the market with Thomson ONE Anywhere to remain connected while on the go. With Thomson ONE, firms can combine client data, market data and their own applications to unify workflow.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Professionals in need of a tool to conduct critical business operations and streamline the client onboarding experience
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Audience
Advisors wanting a platform that combines client and market data to deliver holistic and actionable insights
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPershing
United States
www.pershing.com/netx360/advisor-experience
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Company InformationLSEG Data & Analytics
United Kingdom
www.lseg.com/en/data-analytics/products/thomson-one-wealth-solutions
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Categories |
Categories |
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Integrations
MoneyGuide
Nitrogen
RightCapital
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