NetX360
Through our relationship with Pershing LLC, a division of The Bank of New York Mellon, and one of the world’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 clients’ 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. We’ll be happy to show you all the tools and functionality that NetX360 offers.
RIA that Opened a New Firm
I am very pleased that I found SSG when I was selecting a custodian. Even when my practice was newly established and I was just beginning to build my AUM, the staff at SSG gave me very personalized service and attention. As my practice has grown and the custody services have become more complex, I’ve found that the superb service is matched by the depth of expertise. The hallmark of the service that SSG provides is that SSG actually cares about helping us as advisors succeed in providing great service to our clients.