Netx360

Posted : admin | On 17-08-2021

With the help of Capterra, learn about NetX360, its features, pricing information, popular comparisons to other Investment Management products and more. Still not sure about NetX360? Check out alternatives and read real reviews from real users. 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.

As previously communicated, Park Avenue Securities (PAS) would like to remind everyone that an upgraded version of the NetX360 desktop (.net). is now available featuring improved functionalities. Users will be prompted to upgrade to the latest version of NetX360 upon login.

Installation Instructions

Upon login, follow the prompts until you get to the Finish page. Click “Finish” to complete the software installation.

Separately, a network connectivity screen may appear. If you receive the network connectivity page, it will default to the correct setting, and you must click “OK” to complete set up. See the image below:

If your homepage dashboard has changed, it can be reset by retyping “ALL” for the Office Range and “ALL” for the IP Code. See the image below:

Netx360 Mobile App

Please note that this upgrade does not apply to the NetX360 web version (.com) and no action is required for users of the web version.

What's New?

Based on feedback from firms and advisors, the benefits to the upgraded version of NetX360 include, but are not limited to navigational, ease of use improvements and system enhancements.

Netx360

Ease of Use Enhancements:

Netx360
  • New Menu Positioning
  • Menu Reference Changes
  • Classic Top Level Menu Available again
  • Menu – Navigational Changes
  • Global Search
  • Hotkey Use
  • Trading via Account Workbook

​System Enhancements:​

  • Annuity Order in a Pending Account
  • Annuity Trading Text Update
  • Additional News Sources Available at no cost
  • Printing Workbook Summary

Additional Information

Please click herefor the QRC on how to use the new features. Click here for a comprehensive guide on the enhanced NetX360 version.

Questions?

For any upgrade or installation issues, please contact the Pershing Tech Help Desk at 1-888-878-3142, option, 3 for NetX360, then option 1 for NetX360 Technical Support. Users can also contact Guardian's Help Desk at 800-499-8820, option 8 for NetX360.

Flexible Solutions to Transform your Business

Netx360 investor login

It is time to embrace transformation and thrive in a new environment. We all want comprehensive, yet easy to use technology for managing our everyday lives.

That is why we reimagined our technology—providing commitment to innovation, security, resiliency and flexible fully-integrated technology solutions, in order to transform your business and be able to adapt to the way advisors and investors want to work.

Selecting a financial partner shouldn’t lock you into one technology strategy. We want your firm to create and consume technology the way you want—and now you can. Check out our solutions for streamlining activities between advisors and investors, while offering them the support and protection they deserve—and want.

Integration Experience

Open framework for seamless integration and accessing best-of-breed technology solutions.

Professional Experience

Netx360 Investor Login

A re-imagined simple, intuitive, and personalized experience for advisors.

Netx360x2

Netx360 Login

Investor Experience

A modernized online experience for investors.

Netx360 Download

Training Resources

Netx360 Download Desktop Version

Training solutions to help ensure you conduct business with maximum efficiency.

Www.netx360.com

* Subject to system availability and an internet connection.