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 Global WealthES?

Global Wealth Enterprise Solution, commonly known as Global WealthESâ„¢ and formerly called TrustPortal, provides a comprehensive Wealth Management platform tailored for both large and medium-sized financial organizations, enabling them to function with optimal efficiency. This solution boasts an extensive array of features that are intricately interconnected to ensure seamless processing, resulting in enhanced scalability and operational effectiveness. The application offers a diverse range of functionalities, which include Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting, Securities Processing, Automated Compliance Reviews, Reporting and Statements, a Client Access Portal, Performance Measurement, and sophisticated data analytics aimed at improving business intelligence. Furthermore, it facilitates trading through an integrated FIX engine, linking to over 400 brokers for immediate trade execution and confirmations. With its extensive reporting capabilities, the platform provides both internal and client-facing reports and statements, along with integrated data mining tools, ensuring mobile accessibility across all devices, thus making it an adaptable solution for contemporary wealth management requirements. In summary, Global WealthESâ„¢ is an indispensable tool for financial institutions aspiring to enhance their wealth management offerings, and its comprehensive nature positions it as a leader in the industry.

Media

Media

Integrations Supported

MoneyGuide
Nitrogen
RightCapital

Integrations Supported

API Availability

API Availability

Pricing Information

Free
Free Version

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

Android
iPhone
iPad
Mac

Supported Platforms

SaaS
Windows

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
Webinars
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

Fi-Tek

Date Founded

1999

Company Location

United States

Company Website

www.fi-tek.com/globalwealthes

Categories and Features

Wealth Management

Not specified

Categories and Features

Investment Management

Accounting Management
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Portfolio Management

Wealth Management

Not specified

Popular Alternatives

Popular Alternatives

MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
Summit Reviews & Ratings

Summit

Summit Wealth Systems
WealthWorks+ Reviews & Ratings

WealthWorks+

WealthWorks
FamilyWealthGuru Reviews & Ratings

FamilyWealthGuru

FACT Software Group