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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 Dimply?

Dimply has developed a platform that allows financial institutions to create distinctive and engaging fintech solutions, leveraging the vast data from their partners' ecosystems to deliver intelligent, customized experiences that adapt to changing customer requirements. Our aim is to transform how individuals view and feel about their finances, ultimately cultivating a more successful financial future for them and society at large. This cutting-edge customer experience platform is specifically designed for the financial industry. It empowers you to harness any data source to deliver highly personalized digital interactions, regardless of complexity, on a broad scale. With ease, you can design and implement customer experiences that captivate, educate, and streamline transactions with your clients seamlessly. By incorporating your data in real time, you can orchestrate the most suitable experience for your customers, ensuring that every interaction is consistently aligned with your brand and integrated directly into your applications. This strategy not only enhances customer relationships but also plays a crucial role in fostering a more dynamic and responsive financial landscape. Furthermore, this adaptability allows financial institutions to stay ahead of trends and better meet the evolving needs of their clients.

Media

Media

Integrations Supported

MoneyGuide
Nitrogen
RightCapital

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

Free
Free Version

Pricing Information

Pricing not provided

Supported Platforms

Android
iPhone
iPad
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / 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

Dimply

Date Founded

2020

Company Location

Ireland

Company Website

www.dimply.ai/

Categories and Features

Wealth Management

Not specified

Categories and Features

Wealth Management

Not specified

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