Introducing NetX360

At a macro level, the most readily apparent difference between the current NetExchange Pro and NetX360 can be summed up in two words: comprehensive and integrated. Prior to the release of NetX360, some Pershing clients had to log on to multiple platforms to get their work done. For example, they would use NetExchangePro for trading, annuities and commission tracking. NetExchangeAdvisor was for managing fee-based accounts. It also supported trade away allocations, fixed income and other tasks. Those using managed accounts needed to access yet another Managed Accounts workstation. In addition, some users may have had to access other areas for prime brokerage tools, iNautix tools and third-party solutions. Now, in contrast to the multiple workstations of the past, NetX360 provides a single workstation with a single sign-on. The advisor will now have a holistic view of his or her whole business. Or, when dealing with a client or household, the advisor will have access to a consolidated view of the total relationship in a single place.

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