OUR VALUE
We help you simplify the work that happens across the client lifecycle, from opening accounts and moving assets to managing service, billing and workflows. With configurable processes and built-in oversight, you can reduce manual effort and deliver a better experience for advisors, operations teams and clients.
PRODUCT HIGHLIGHTS
01
Digital Onboarding
Brokerage, bank custody and managed accounts can be opened using prefilled data, configurable workflows and integrated e-signature to reduce manual entry and paper-based steps.
02
Flexible Asset Movement
You can support a wide range of money and security movements, including ACH, wires, checks, journals and account transfers, with options for recurring, same-day and immediate activity.
03
Workflow Automation
Multi-step processes such as account updates, restrictions and billing changes are standardized and automated with built-in approvals, documentation and consistent execution.
04
Connected Oversight
You can monitor status, surface required actions and maintain complete audit trails through centralized alerts and tracking that provide transparency across account operations.
CLIENT VALUE
Support Growth at Scale
Increasing account volumes and service demands are easy to manage with tools designed to streamline repeatable work, shorten turnaround times and deliver a more consistent client experience.
Work More Efficiently
With less rekeying, paper handling and manual handoffs, advisors and operations teams can complete account work faster and focus on higher-value activity.
Strengthen Control
Visibility across tasks and activity with approvals, notifications and audit trails help enforce oversight, policy alignment and operational discipline.
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NetX360+
A powerful platform built to support the full lifecycle of brokerage and custody operations. NetX360+ connects workflows across your business, helping you operate efficiently, scale with confidence and serve clients seamlessly.
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