Maximizing the 
custodial client
experience

As a secure, resilient, and flexible technology solution, NetXInvestor keeps you and your clients connected. It offers clients an elegant and intuitive digital investment solution combined with powerful, flexible self-service tools so that you can configure the platform to your own brand and client experience.

Key Benefits

Keep you and your brand at the center of your clients’ financial lives.

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Improve the client experience

You can empower clients with convenient online access to their accounts and other powerful tools. The solution is available at their fingertips whenever and wherever they need it, designed to help improve the overall client experience.

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Strengthen Your Brand

Take advantage of options to add your firm’s own logo, brand elements, and custom disclosures to the online and mobile displays using our self-service site builder tool. You even have the option to select the specific content and features you want clients to access.

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Gain Efficiency

Streamline service and make it easy for clients to complete basic tasks, from accessing their portfolio information, finding an account statement, updating contact information and more. There are also more advanced self-service options available such as account opening, asset movement, and digital advice to help build and scale your business.

With NetXInvestor, your clients can:

  • View account statements, trade confirmations and tax statements online through eDelivery
  • Get instant access to balances, portfolio holdings, account activity, tax information and more
  • View a comprehensive account summary at a glance—right from the home screen
  • Pay bills via single sign-on to Bill Suite™
  • Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds

A Modern and Secure Experience

NetXInvestor delivers a rich experience and broad flexibility that lets you adapt to the changing ways investors want to do business—now and in the future.

Key Features

With NetXInvestor, your clients can easily obtain information about their accounts.

DIGITAL WEALTH

Give your clients access to NetXInvestor’s digital wealth offering, an open and objective model that includes Pershing's own Digital Portfolios and integrations with best-of-breed third-party providers.

WEALTH VIEW

Wealth View, powered by Wealth Reporting and Insights*, is a value-added account aggregation and performance reporting solution that offers clients a more complete financial picture. Clients can gather greater financial insights, enabling better informed decisions – anytime, anywhere. 

ACCOUNT INFORMATION

Give your clients an on-demand look at their account information with value over time charts, graphs, tools to set and track financial goals, and other features designed to help them better understand their portfolio.

MY CLIENT VIEW

Allows you, through NetX360+, to view what your client is seeing in NetXInvestor, helping to streamline collaboration and portfolio reviews.

DIGITAL AUTHORIZATION

Streamlined and secure way for you to obtain client approval on digital asset movement requests.

MARKET RESEARCH

Extensive content offering from industry-leading research providers, including advanced screeners, and research on thousands of stocks, options, ETFs and mutual funds.

eDELIVERY

Go paperless and have clients sign up for eDelivery of account-related communications including statements, confirmations, prospectuses and much more.

FINANCIAL GOALS

Provide tools to help your clients set and track financial goals directly from the homepage – all without subscribing to an added service.

 

 

 

 

Self-Service Options

More and more clients are demanding easy-to-use tools to perform basic tasks. With our innovative self-service tools, clients can gain greater access to their accounts while advisors gain greater freedom to focus on strengthening relationships.

ACCOUNT OPENING

Start client relationships off right with our digital account opening process. Integrated account funding helps improve the experience and reduce unfunded accounts.

ASSET MOVEMENT

Support a paper-free setup and schedule asset movements so clients can move money with greater convenience.

TRADING

Give clients the option to enter orders online – for stock, options, ETFs, 529 plans and mutual funds. 

ADDITIONAL SELF-SERVICE OPTIONS

Take advantage of additional options such as mobile check deposit, alerts and more. Dynamic entitlements let a firm choose the access appropriate for clients.

Access for Everyone

We understand that each client is unique. That is why our focus is on you and your clients, to foster better engagement for any client situation. As such, we are committed to driving accessibility and providing an exceptional experience for everyone.

Some highlights of NetXInvestor includes:

  • Among the first in the industry to offer a full Web Content Accessibility Guidelines (WCAG) 2.0 compliant site and certification by an independent third-party

  • Access for clients with disabilities to select the “Accessible Theme” for navigation and appearance that follows the Americans with Disabilities Act (ADA) guidelines

  • Spanish language theme available

Find Out More

Contact us to find out how NetXInvestor can help your business.