Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

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.

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.

Advisors-Assistant
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
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.
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.
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.
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.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Pershing

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.