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What is WealthWorks+?

WealthWorks+ represents a cutting-edge software solution tailored for the comprehensive management and supervision of various financial entities, including trusts, corporations, partnerships, funds, foundations, individuals, estates, and other complex wealth structures, while guaranteeing adherence to all necessary administrative and compliance requirements. This platform grants you unparalleled control over the management and accessibility of your clients' financial resources. Its flexible architecture allows for customization suitable for organizations of any size, and its innovative design assures that the system stays aligned with the newest technological trends, giving you confidence in a premium software experience. Featuring integrated dashboards tailored to specific roles and intuitive export functionalities, it simplifies the extraction of crucial information from the entered data, thereby boosting both efficiency and overall productivity. Furthermore, the software undergoes continuous updates, ensuring that users consistently benefit from the most recent features and advancements in wealth management technology, thus reinforcing its value in an ever-evolving financial landscape. Ultimately, WealthWorks+ not only enhances operational efficiency but also instills trust in users by maintaining a commitment to excellence and innovation in wealth management.

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

Integrations Supported

MoneyGuide
Nitrogen
RightCapital

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Free
Free Version

Supported Platforms

SaaS

Supported Platforms

Android
iPhone
iPad
Mac

Customer Service / Support

Standard Support
Web-Based 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

WealthWorks

Date Founded

1995

Company Location

United Kingdom

Company Website

thewealthworks.com/wwplus/

Company Facts

Organization Name

Pershing

Company Location

United States

Company Website

www.pershing.com/netx360/advisor-experience

Categories and Features

Wealth Management

Not specified

Categories and Features

Wealth Management

Not specified

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