NetX360Pershing
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WealthMappertietoevry
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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
Accelerate the growth of your wealth management business with a modular and comprehensive platform. The WealthMapper platform lets you leverage a powerful range of partners within our ecosystem to deliver new retail wealth management services. The modular digital toolkit utilizes the latest developments in technology and distribution to speed up innovation and time-to-market. WealthMapper helps you provide seamless services that show a complete picture of customers’ wealth, what’s accessible, and which actions to take. We can deliver end-to-end wealth management solutions, from flexible customer-facing services, to robust and market-leading back-office solutions. For financial service providers, WealthMapper accelerates your ambitions for growth via pre-integrated best-in-class solutions and services. For consumers, it is a tool to enable visibility, accessibility, and actionability toward their finances.
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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
Investment professionals searching for a solution to deliver new retail Wealth Management services and improve their business
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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 Informationtietoevry
United States
www.tietoevry.com/en/banking/digital-insurance-and-wealth-ecosystems/wealth-management-ecosystem/
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Categories |
Categories |
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Integrations
MoneyGuide
Nitrogen
RightCapital
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