Solution introduction
A simpler, more personalized way to work.
The NetX360® platform is a comprehensive wealth management portal where advisors have a single point of access to manage their business, conduct research, perform transactions and support their clients' needs. We continually invest in the platform to remove the technology burden from you so you can focus on managing your business and developing relationships with your clients.
Manage your business on one platform
Our powerful NetX360® platform provides the technology solution to manage your business, whatever your business model may be—commission, advisory, retail, self-directed, institutional or asset management.
