OUR VALUE
We help you manage the full portfolio lifecycle in a more connected way, from research and construction through trading and compliance. By bringing these workflows together, you can reduce manual work and apply consistent controls. The result is stronger execution, clearer oversight and more time to focus on client outcomes.
PRODUCT HIGHLIGHTS
01
Planning Tools
You can research investments, build portfolios, analyze risk and generate proposals within connected workflow.
02
Model Management
Models can be created, customized and managed with flexible starting points, firm-approved universes and oversight tools.
03
Trading at Scale
Trades can be generated, reviewed and executed across accounts, models or households with tools for block trading, rebalancing and drift monitoring designed to support high-volume activity.
04
Built-In Oversight
Rules, validations and monitoring can be applied within workflows, helping to align activity with firm policies before trades are executed.
CLIENT VALUE
Efficiency
Managing planning, trading and oversight in one experience reduces manual steps and system switching, helping your team move faster and stay focused.
Consistency
Shared data and firm-level controls applied across the portfolio lifecycle help support consistent outcomes across advisors, accounts and strategies.
Scalability
Growing assets, accounts and complexity is easy with tools designed for high-volume trading and model management.
Stronger Oversight
With controls embedded at each step, you can monitor risk, respond to requirements and maintain control as your business grows.
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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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