In today’s marketplace, it is critical that you stay connected. NetX360® Mobile for the Microsoft Surface Pro® 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
• Review top balances by market value, net worth and funds due across your book of business
• Access commission summary
• Surface opportunities by viewing unrealized gains and losses and available funds for investing
• View top cash positions and projected cash flow
• Access account statements, quarterly performance reports and other documents
• Trade equities, ETFs and mutual funds
• See balances, holdings and activities for any households you have created
• Analyze stock quotes and access “watch lists”
• 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
Anytime, anywhere—that is the power of mobility. That is the power of NetX360 Mobile.
To learn more about NetX360 Mobile, please visit Mobile Center in NetX360 under the Tools menu or please speak to your Relationship or Account Manager for further details.