In today’s marketplace, it is critical that you stay connected. NetX360™ for the iPad enables you to conduct critical business operations while you're on the move—wherever you are. It will also help you stay on top of the latest market developments and updates, and provide access to essential activities that support your business.
This unique platform provides you with a virtual office at your fingertips. With a few simple clicks, you can take a look into your practice through the NetX360 dashboard, and gain insight into what’s happening in the market and with your clients’ accounts. You can:
•View top balances by market value, net worth and funds due
•Access commission summary
•Review unrealized gains and losses
•View top cash positions and projected cash flow
•Retrieve clients’ account profiles, balances, holdings and activities
•Access account statements and other documents
•Trade equities and mutual funds
•See balances, holdings and activities for any households you have created
•Analyze stock quotes and access “watch lists”
Anytime, anywhere—that is the power of mobility. That is the power of NetX360 for your mobile device.
FOR AUTHORIZED USERS ONLY
This application can only be activated for use by authorized users from introducing broker-dealers or investment advisory firms which have a current, written agreement with (as applicable) Pershing LLC, or Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, that permits such activation. In addition, in order to activate this application, your firm must pre-approve you as a user, and provide you login credentials.
