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Fintech Integration Marketplace / Wealth Management / Account Aggregation

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NetX360 | Pershing

NetX360 is a single point of access for professionals to manage their business and support their clients’ needs by focusing on data and analytics to re-imagine the experience and support their needs. Regardless of your business model—commission, advisory, retail, self-directed, institutional or asset management—NetX360 is for you.

The benefits of NetX360 include improved process flows with global search to make it easy to find information, a streamlined experience and accessible integration partnership across a variety of solutions for market data, news, research, financial planning and reporting tools.

Website

https://www.pershing.com/netx360/

Contacts

https://www.facebook.com/bnymellonpershing

https://www.linkedin.com/company/bnymellonpershing/

https://twitter.com/pershing

Pershing
  • Security
  • Analytics
  • Asset Management
  • Research
  • Financial Planning
  • Reporting
  • Onboarding
  • Managed Accounts
  • Document Management
  • Account Opening
  • Trading
Pershing

Companies that integrate with NetX360

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.
#Portfolio Reporting #Account Aggregation #Analytics
Advisors-Assistant
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
#CRM
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
#Account Aggregation
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
#CRM
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
NaviPlan by Advicent
NaviPlan | Advicent
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
#Financial Planning #Account Aggregation #Analytics #Risk Profiling #Portfolio Management #Retirement Planning #Tax Planning
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning

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