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What is NetX360?

NetX360 is a cloud-based platform for managing client onboarding, portfolios, accounts, engagement, and services for financial and investment organizations. 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

  • Free Plan: Not Available
  • Free Trial: Not Available
  • Starting Price: Not Provided

View All Pricing and Plans of NetX360 ⮞

Deployment & Support


  • Cloud, Web-Based, SaaS
  • Mobile – Android
  • Mobile – iPhone
  • Mobile – iPad


  • Email/Help Desk
  • Phone Support
  • 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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