NetX360 is a comprehensive investment management software designed to help financial advisors and investment firms manage client portfolios and streamline operations. The platform provides tools for portfolio management, trade execution, and reporting, ensuring that users can monitor performance and make informed investment decisions. With its user-friendly interface, NetX360 allows advisors to access client accounts, generate performance reports, and analyze market data seamlessly. The software also features integration with various financial tools and platforms, enhancing its versatility. Ideal for financial advisors, wealth managers, and investment professionals, NetX360 improves portfolio management efficiency, enhances client engagement, and supports effective investment strategies.
BNY Mellon
United States
Email
Accounting
