NetX360 Mobile for iOS

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Developer’s Description

In todays marketplace, it is critical that you stay connected. NetX360 Mobile enables you to conduct critical business operations while you're on...

In todays marketplace, it is critical that you stay connected. NetX360 Mobile enables you to conduct critical business operations while you're on the movewherever you are. It helps you stay on top of the latest market developments and updates and provide access to essential activities that support your business. You have a virtual office at your fingertips. With a few simple clicks, you can take a look into your practice through the NetX360 Mobile dashboard, and gain insight into whats happening in the market and with your clients accounts. You can: Remain productive out of the office by accessing your clients account profile, balances, holdings and activityView the balances, holdings, activity, market value, money funds, equity and cash available for any accounts and households Find your clients contact information, view their address and reach out to themStay on top of market shifts by absorbing real-time information and access to your watch listsBe notified of time-sensitive needs via alerts and notificationsTrade equities, ETFs and mutual funds Surface opportunities by viewing unrealized gains and losses and available funds for investingReview top balances by market value, net worth and funds due across your book of businessAccess your commission summaryFrom your iPad, you can also access:Access account statements, quarterly performance reports and other documentsAnytime, anywherethat is the power of mobility. That is the power of NetX360 Mobile.FOR AUTHORIZED USERS ONLYThis application can only be activated for use by authorized users from introducing broker-dealers or investment advisory firms which have a current, written agreement with (as applicable) Pershing LLC, or Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, that permits such activation. In addition, to activate this application, your firm must pre-approve you as a user and provide you login credentials.