Through our relationship with Pershing LLC, a division of The Bank of New York Mellon, and one of the worldâ€™s largest financial institutions, advisors working with SSG have access to NetX360, a robust and extremely functional advanced technology platform.
NetX360 provides the tools needed to help you manage your clientsâ€™ accounts. NetX360 offers one complete online account administration and trading platform to help you efficiently manage your business.
Give us a call to establish a time for a NetX360 demonstration and learn how this robust platform can help you within your practice. Weâ€™ll be happy to show you all the tools and functionality that NetX360 offers.
Introducing Wealthminder, a cost-effective practice management and client communication tool. Wealthminder helps you create plans, deliver advice and track progress more effectively and efficiently. Core capabilities include financial planning, automated portfolio review technology and t...