NetX360

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NetX360 Evaluation Snapshot

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User RatingNot rated yet
Starting PricePer Feature
Free TrialNot available
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

NetX360 Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About NetX360

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.
Company BNY Mellon
Founded NA
Headquarters United States
Employees NA

Support

Email Phone

Training

NA

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 3 industries available
Investment Management Real Estate Venture Capital
Category-Based Capabilities

NetX360 Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Investment Management Software 19 selected features Open category ↗ ⌄
Accounting Alerts/Notifications Financial Analysis Visual Analytics For Investors & Traders For Investment Advisors Risk Management Modeling & Simulation Portfolio Management Performance Metrics Compliance Tracking Bonds/Stocks Mobile Access Commodity Futures Portfolio Rebalancing Fund Management Client Portal Benchmarking Client Management
Pricing Information

NetX360 Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per Feature
Preferred Currency USD ($)
Free Trial Not available
Free Version Not available
Payment Frequency Not available
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Frequently Asked Questions

NetX360 FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

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.

  • No, NetX360 does not offer a free version.

  • Yes, NetX360 offers a free trial.

  • No, Credit Card details are not required for the NetX360 trial.

  • No, NetX360 does not offer an API.

  • NetX360 offers support with the following options:
    • Email , Phone

  • NetX360 supports the following languages:
    • English

  • Following are the typical users of the NetX360:
    • Self-Employed , Small-Business , Midsize-Business

  • NetX360 supports the following deployment:
    • Cloud Hosted

  • NetX360 supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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