NetX360® Mobile
Finanzas
Gratis · Diseñada para iPad. No verificada para macOS.
In today’s marketplace, it is critical that you stay connected. NetX360® Mobile enables you to conduct critical business operations while you're on the move—wherever 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 what’s 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 activity
•View 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 them
•Stay on top of market shifts by absorbing real-time information and access to your “watch lists”
•Be notified of time-sensitive needs via alerts and notifications
•Trade equities, ETFs and mutual funds
•Surface opportunities by viewing unrealized gains and losses and available funds for investing
•Review top balances by market value, net worth and funds due across your book of business
•Access your commission summary
From your iPad, you can also access:
•Access account statements, quarterly performance reports and other documents
Anytime, anywhere—that is the power of mobility. That is the power of NetX360 Mobile.
FOR AUTHORIZED USERS ONLY
This 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.
Calificaciones y reseñas
- Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.
The build contains bug fixes
El desarrollador (Pershing, LLC) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .
Datos asociados con tu identidad
Los siguientes datos pueden recopilarse y asociarse con tu identidad:
- Historial de búsqueda
- Datos de uso
- Diagnóstico
Datos no asociados con tu identidad
Los siguientes datos pueden recopilarse, pero no están asociados con tu identidad:
- Ubicación
- Otros datos
Accesibilidad
El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles
Ficha técnica
- Vendedor
- Pershing, LLC
- Tamaño
- 44 MB
- Categoría
- Finanzas
- Compatibilidad
Requiere iOS 16.0 o posterior.
- iPhone
Requiere iOS 16.0 o posterior. - iPad
Requiere iPadOS 16.0 o posterior. - Mac
Requiere macOS 13.0 o posterior y una Mac con el chip M1 de Apple o posterior. - Apple Vision
Requiere visionOS 1.0 o posterior.
- iPhone
- Idiomas
- Inglés
- Edad
4+
- 4+
- Copyright
- © 2016 Pershing LLC