NetX360® Mobile 4.74.0

Pershing, LLC – Freeware – iOS
av 59 röster

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4.74.0 Säkert att installera

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In today's business landscape, staying connected is crucial for success. NetX360® Mobile offers a powerful solution that allows you to conduct important business operations while on the go, no matter where you are. This tool keeps you informed about the latest market developments and updates, providing access to essential activities that support your business.

With NetX360 Mobile, you have a virtual office at your fingertips. With just a few simple clicks, you can gain valuable insights into your practice through the mobile dashboard. This feature allows you to stay up-to-date with market trends and easily manage your clients' accounts. Here are some key features:

<ul>
 <li>Access your clients' account profile, balances, holdings, and activity, even when out of the office</li>
 <li>View important details such as balances, market value, money funds, equity, and cash available for any accounts and households</li>
 <li>Easily find your clients' contact information and address to effectively communicate with them</li>
 <li>Stay on top of market shifts by accessing real-time information and managing your watchlists</li>
 <li>Receive timely alerts and notifications for time-sensitive needs</li>
 <li>Effortlessly trade equities, ETFs, and mutual funds</li>
 <li>Identify potential opportunities by reviewing unrealized gains and losses and available funds for investing</li>
 <li>Analyze top balances based on market value, net worth, and funds due across your book of business</li>
 <li>Access your commission summary for better tracking of your financial performance</li>
</ul>

Additionally, NetX360 Mobile offers seamless access to account statements, quarterly performance reports, and other important documents right from your iPad. With this level of mobility, you can stay connected anytime, anywhere.

Please note that the use of this application is for authorized users only. Introducing broker-dealers or investment advisory firms with a current written agreement with Pershing LLC or Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, are eligible to activate this application. Your firm must also pre-approve you as a user and provide login credentials to ensure secure access.

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