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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 Moneyinfo?

Moneyinfo is an all-encompassing digital solution tailored for wealth management and financial advisory firms, featuring a web and mobile interface that mirrors the unique branding of each firm. Clients can easily gain access to their entire financial picture—including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations—through a single secure login that is accessible 24/7. By aggregating information from multiple sources, the platform allows users to view their financial accounts and assets within one unified interface. Additionally, it provides secure messaging, document sharing, and cloud storage options, complemented by biometric login and integrated e-signature functionalities. This advanced feature set facilitates improved communication and collaboration between advisers and clients while ensuring compliance with necessary regulations. Moreover, Moneyinfo offers workflow automation, onboarding tools, and personalized portfolio and performance insights, all delivered through a mobile application specifically designed for the firm, which enhances client engagement and nurtures loyalty. The platform’s intuitive design is crafted to make managing a client’s financial affairs easier, proving to be an invaluable asset for both advisers and their clients alike, thereby reinforcing its essential role in modern financial management.

Media

Media

Integrations Supported

MoneyGuide
Nitrogen
RightCapital

Integrations Supported

MoneyGuide
Nitrogen
RightCapital

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
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

Moneyinfo

Date Founded

2002

Company Location

United Kingdom

Company Website

moneyinfo.com

Categories and Features

Categories and Features

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