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What is PriceMetrix?

PriceMetrix delivers insights grounded in data that are specifically designed for wealth management advisors and industry leaders. Utilizing the largest dataset in the retail wealth management arena, we enable firms in this sector to refine their operations in various aspects. Our platform integrates industry data with advanced business intelligence, ensuring users enjoy a streamlined experience. By partnering with financial advisors and wealth management organizations, we aim to enhance productivity, improve client interactions, and support informed decision-making, while also identifying new opportunities for growth. Moreover, we offer instant access to industry best practices, providing clients with essential information needed to build a strong and thriving wealth management practice. Ultimately, our mission is to revolutionize the operational methods of wealth management firms, helping them maintain a competitive edge in a dynamic market. This commitment to innovation and excellence positions our clients for long-term success and sustainability.

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.

Media

Media

Integrations Supported

Coral
Sidekicker

Integrations Supported

MoneyGuide
Nitrogen
RightCapital

API Availability

API Availability

Pricing Information

$25000.00/month

Pricing Information

Free
Free Version

Supported Platforms

SaaS

Supported Platforms

Android
iPhone
iPad
Mac

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

McKinsey & Company

Date Founded

1926

Company Location

United States

Company Website

www.pricemetrix.com

Company Facts

Organization Name

Pershing

Company Location

United States

Company Website

www.pershing.com/netx360/advisor-experience

Categories and Features

Investment Management

Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics

Wealth Management

Not specified

Categories and Features

Wealth Management

Not specified

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