Monthly Archives: March 2015

Action Required: Your Migration to the New NetX360®

The New NetX360®—A Personalized Platform to Power Your Business Needs

Pershing is in the process of retiring the previous version of NetX360®.  After you download the new version of NetX360 (netx360.com/download), you will be migrated to a simpler, personalized and more intuitive advisor experience.

The new version of NetX360 offers easy navigation tabs, custom dashboards and global search. This gives you access to all of the information and tools you need to manage client relationships, evolve your practice, perform research, execute trades and more.

Using the new version of NetX360, you can:

  • Personalize and organize information based on the way you do business
  • Engage with your prospects and clients more fluidly
  • Manage your clients and enter transactions in real time
  • Locate research and data on clients, accounts, households, trades and tools
  • Build and run reports quickly and intuitively
  • Adapt more quickly to regulatory and market changes
  • Leverage actionable insights and trends to help grow your business

To enable you to become familiar with the new platform, Pershing has created training, communications and marketing resources to include:

Microsite (mini web-site)  This provides a video overview and quick tour of the platform’s features, benefits and themes. The microsite is available at: pershing.com/newnetx360.

Training Pershing is also hosting several training sessions to help you become proficient with the new NetX360. Please attend one of these training sessions as soon as possible. For details of NetX360 training sessions, please log on to NetX360 and click on the Resources Tab, Learning Center, Client Training Services. We encourage you to watch the Self Learning Course located on the right hand side of the screen titled “New! Transitioning to the New NetX360”. Also, please access the “e-Learning Calendar” for training sessions that are held almost daily for the New NetX360.

Installing the new NetX360 We encourage you to begin using the new version of NetX360 to perform the daily tasks that you would normally conduct with the previous version. You can access both applications simultaneously until April, 2015. After May 4th, 2015 the previous version of NetX360 will no longer be accessible. You may download the new version of NetX360 by visiting netx360.com/download.

Please submit any questions regarding the NetX360 migration process to Jennette Fraler at jfraler@tfsweb.com. Thank you again for your support during the migration process. For more information on NetX360, you may visit pershing.com/netx360.html or pershing.com/netx360