Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • IUX Reviews & Ratings
    4.0 out of 5 stars 968 Ratings
    Company Website for IUX
  • Oxylabs Reviews & Ratings
    4.2 out of 5 stars 1,216 Ratings
    Company Website for Oxylabs
  • Soraban Reviews & Ratings
    4.7 out of 5 stars 8 Ratings
    Company Website for Soraban
  • Qloo Reviews & Ratings
    5.0 out of 5 stars 23 Ratings
    Company Website for Qloo
  • AestheticsPro Reviews & Ratings
    4.5 out of 5 stars 745 Ratings
    Company Website for AestheticsPro
  • Ecwid Reviews & Ratings
    4.7 out of 5 stars 1,030 Ratings
    Company Website for Ecwid
  • iTacit Reviews & Ratings
    4.6 out of 5 stars 46 Ratings
    Company Website for iTacit
  • Bookinglayer Reviews & Ratings
    4.8 out of 5 stars 152 Ratings
    Company Website for Bookinglayer
  • SBS Banking Platform Reviews & Ratings
    4.5 out of 5 stars 29 Ratings
  • Capitalcore Reviews & Ratings
    5.0 out of 5 stars 90 Ratings
    Company Website for Capitalcore

What is NetX360?

NetX360® acts as a comprehensive hub for professionals to efficiently manage their businesses and address client needs by utilizing data and analytics to enhance user interactions. The platform supports a variety of business models, including commission-based, advisory, retail, self-directed, institutional, and asset management approaches. Users can benefit from improved operational efficiency through global search functionalities that facilitate easy information access, resulting in a more cohesive experience and extensive integration capabilities with market data, news, research, financial planning, and reporting tools. With NetX360, professionals are equipped to utilize its features from any location. The mobile application, NetX360 Mobile, enables business transactions while on the move, offering convenient access to client information and keeping users informed about current market developments. Furthermore, it allows for quick account funding via mobile check deposits, streamlining workflow processes. This blend of accessibility, advanced features, and user-friendly design empowers professionals to maintain a competitive edge in a rapidly evolving market landscape. Ultimately, NetX360 ensures that users can adapt and thrive in their respective fields.

What is CircleBlack?

Designed specifically for financial advisors who value client connections, this extensive platform boasts a contemporary and intuitive interface that provides instant access to comprehensive client information. It creates a visually engaging and effortless client experience through its white label mobile application and online portal. The platform includes a variety of features, such as performance analysis, trading and rebalancing tools, billing capabilities, and a secure document storage system. Moreover, it seamlessly integrates with 25 leading wealth-tech providers in crucial areas like CRM, planning, and risk assessment, as well as offering direct connections to 14 custodians and many financial institutions. Whether you're a small firm outgrowing basic custodian tools or a larger enterprise in search of a superior all-in-one solution, CircleBlack is tailored to boost efficiency, impress clients, and draw in new business. This all-in-one platform is particularly advantageous for advisors transitioning from wirehouse and independent broker-dealer channels who seek a modern technological solution for their new Registered Investment Advisor (RIA) setup. Additionally, our outstanding support services facilitate a smooth transition process, minimizing client attrition and enhancing overall professionalism, so advisors can concentrate on what matters most—nurturing enduring client relationships. Ultimately, CircleBlack empowers advisors to elevate their practices and redefine their client engagement strategies.

Media

Media

Integrations Supported

MoneyGuide
Nitrogen
RightCapital

Integrations Supported

MoneyGuide
Nitrogen
RightCapital
Dropbox
Envestnet Wealth Management Platform
Google Drive
Microsoft Excel
Microsoft Outlook
Practifi
Redtail CRM
Riskalyze
Salesforce
TD Ameritrade
Wealthbox

API Availability

API Availability

Pricing Information

Free
Free Version

Pricing Information

$500 per month
Free Version

Supported Platforms

Android
iPhone
iPad
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Pershing

Company Location

United States

Company Website

www.pershing.com/netx360/advisor-experience

Company Facts

Organization Name

CircleBlack

Date Founded

2013

Company Location

United States

Company Website

www.circleblack.com

Categories and Features

Wealth Management

Not specified

Categories and Features

Investment Management

Not specified

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

M2Advisor Reviews & Ratings

M2Advisor

M2Wealth
PriceMetrix Reviews & Ratings

PriceMetrix

McKinsey & Company
WealthWorks+ Reviews & Ratings

WealthWorks+

WealthWorks