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Portfolio Management Tools

Through The Investment Center, you will have access to NetX360™ which will allow you to manage your commission and fee-based accounts.


NetX360® Trading Platform

NetX360® offers one complete solution to track your clients, execute trading and conduct research. As well as access an impressive array of industry-leading information and solutions to enhance your business - whether it's commission or fee-based. 

 

Features Include:

 

  • Manage Client Relationships and Grow Your Business
  • Designed to help you effectively manage your clients’ accounts, deliver first-rate service and develop new sales and revenue opportunities, NetX360® provides you with optimal tools, features and content that are virtually unsurpassed in the industry.
  • Easily buy or sell equity products; buy, redeem or exchange mutual funds; and buy, sell or close options.
  • Manage your fixed income business with BondCentral®, an interactive, online fixed income trading platform. Access a real-time inventory of fixed income products offered by more than 90 dealers throughout the United States. Place online buy/sell orders and bid/offer wanted requests, utilize the bond calculator and search for new bond issues.

NetX360® Mobile

NetX360® Mobile delivers critical business functions when you're on the move.  It helps you stay on top of the latest market developments and updates, as well as provides access to essential business functions needed to support your investment decisions. In today's marketplace, it is imperative that you stay connected wherever you are, whenever you need.

 

NetX360® Mobile connects with:

 

  • Android™
  • iPad®
  • iPhone®
  • BlackBerry®
  • Windows Mobile®

NetXInvestor®

NetXInvestor® is a comprehensive and secure web site that enables clients to access account information and performance, quotes, news and research directly over the Internet in order to help them stay informed and manage their finances.

Useful Information:

Learn more about NetX360® and NetXInvestor®

 
Please Note: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Our company makes no representation as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving this company's web-site and assume total responsibility and risk for your use of the sites you are linking to.