About NetX360

NetX360 is a cloud-based platform for managing client onboarding, portfolios, accounts, engagement, and service for financial and investment organisations. Financial planning, remote access, multi-currency trading, process design, document management, and real-time alerts are some of the features.

Advisors can use the tool to manage brokerage, bank custody, and a range of other business lines from a single account. NetX360 makes customer onboarding easier by pre-populating data from various sources or native CRM, creating forms, collecting signatures for approval, and financing accounts. Finance teams can access customer information, track current market updates, fill accounts with check deposits, share documents, and submit orders via mobile applications.

It integrates with several third-party software, including BlackRock, Morningstar, AdvisorEngine, Salesforce, Addepar, Jemstep, etc. Investors can get statements, confirmations, shareholder data, and letters through NetX360’s e-Delivery module. Business intelligence solutions can also be used to discover issues, patterns, trends, and growth possibilities and create ad-hoc or recurring reports.


NetX360 Pricing & Plans

Free Plan:            Not Available

Free Trial:            Not Available

Starting Price:    Not Provided

For a quote, please contact sales.

View All Pricing and Plans of NetX360 ⮞

NetX360 Features

  • Contact Management
  • Document Management
  • Financial Analysis
  • Financial Management
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Investments Tracking
  • Third Party Integrations
  • Workflow Management
  • Mobile Access
  • Monitoring
  • Order Management
  • Performance Metrics
  • Portfolio Management
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Compliance Management
  • Client Management
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Trail
View All Features of NetX360 ⮞

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