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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 NetX?

If you're looking for a cost-effective solution in digital asset management (DAM), NetX is a noteworthy option to explore. Esteemed organizations such as Nike, The Metropolitan Museum of Art, Amazon, Intuit, and the Cleveland Clinic utilize this platform, effectively streamlining the management of large digital file repositories. The user-friendly design of NetX includes a modern interface, customizable features, sophisticated search capabilities, saved search options, asset request forms, a grid editor, and other enhancements aimed at improving user interaction. Its comprehensive functionalities make it a compelling choice for companies aiming to optimize their digital asset management processes. Additionally, the platform’s versatility allows it to cater to various industry needs, making it a valuable resource for any business.

Media

Media

Integrations Supported

MoneyGuide
Nitrogen
RightCapital

Integrations Supported

Box
WordPress
YouTube

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
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard 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

NetX

Date Founded

1995

Company Location

United States

Company Website

www.netx.net

Categories and Features

Wealth Management

Not specified

Categories and Features

Art Gallery

Marketing Management
Online Gallery

Brand Management

Approval Process Control
Artwork Management
Asset Management
Change Management

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
Metadata Management
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Museum

Collections Management

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