The next generation custodial platform designed to transform how
you work

NetX360+ represents an easier and more efficient way to work. Our custodial platform provides a flexible, fully integrated technology solution designed to adapt to the way advisors want work and better serve their investors.

 

Remove complexity.
Maximize efficiency.

SIMPLIFIED, EASY-TO-NAVIGATE SCREENS

Simpler views of information to get you what you need, faster

PERSONALIZED NAVIGATION AND ANALYTICS

Personalized experiences that support greater productivity and insights

CLIENT CENTRIC VIEWS

Access to relevant client information and on-demand learning to save time and enable faster platform adoption

CURATED CONTENT

New dashboard homepage with curated content and analytics

Save time.
Strengthen
experiences.

NetX360+ dashboard

A client-centric view into your business

NetX360+ reflects not only client relationships with single accounts, but also clients with multiple parties grouped together by name and accounts for a more holistic view

NetX360+ dashboard with personalized content

An experience that applies to you

Personalized navigation, relevant analytics and curated market content to streamline you experience, assess your client relationships and stay on top of the markets

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Adapting to your way of work

Smart search that uses machine learning and analytics to proactively identify insights and opportunities for your investors

Access NetX360+ your way

NetX360+ represents an easier and more efficient way to work. Our custodial platform provides a flexible, fully integrated technology solution designed to adapt to the way advisors want work and better serve their investors.

The NetX360+ desktop app, a companion to the website, provides all the same functionality and allows users who prefer a desktop version of the experience to download the application on Windows or Mac devices.

A trusted custody experience

INVESTOR EXPERIENCE

A modernized online experience for investors.    

ADVISOR EXPERIENCE

A reimagined simple, intuitive, and personalized experience for advisors.

OPERATIONS EXPERIENCE

Improve operational efficiency the smart and convenient way.

ACCESS THIRD-PARTY CAPABILITIES

Now powered by Wove Connect, you can seamlessly tap into hundreds of integrations.

LEVERAGE TRAINING RESOURCES

Training resources to help ensure you conduct business with maximum efficiency.

 

 

 

Find Out More

Contact us to find out how NetX360+ can help your business.