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NetX360® Mobile 4+
Pershing, LLC
iPad対応
-
- 無料
スクリーンショット
説明
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.
新機能
バージョン 4.76.0
The build contains bug fixes.
アプリのプライバシー
デベロッパである"Pershing, LLC"は、アプリのプライバシー慣行に、以下のデータの取り扱いが含まれる可能性があることを示しました。詳しくは、デベロッパプライバシーポリシーを参照してください。
ユーザに関連付けられたデータ
次のデータは収集され、ユーザの識別情報に関連付けられる場合があります。
- 検索履歴
- 使用状況データ
- 診断
ユーザに関連付けられないデータ
次のデータは収集される場合がありますが、ユーザの識別情報には関連付けられません。
- 位置情報
- その他のデータ
プライバシー慣行は、ご利用の機能やお客様の年齢などに応じて異なる場合があります。詳しい情報
情報
- 販売元
- Pershing, LLC
- サイズ
- 43.8MB
- カテゴリ
- ファイナンス
- 互換性
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- iPhone
- iOS 15.0以降が必要です。
- iPad
- iPadOS 15.0以降が必要です。
- iPod touch
- iOS 15.0以降が必要です。
- Mac
- macOS 12.0以降とApple M1以降のチップを搭載したMacが必要です。
- Apple Vision
- visionOS 1.0以降が必要です。
- 言語
-
英語
- 年齢
- 4+
- Copyright
- © 2016 Pershing LLC
- 価格
- 無料