NetX360® Mobile vs MyRepChat Kullanım & İstatistikleri

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.
  • Apple App Store
  • BOŞTA
  • Finans

Mağaza Sıralaması

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MyRepChat allows you to send and receive text messages with your clients and colleagues and to meet the stringent requirements of the financial industry. Conversations are retained, and can be reported on or archived with several major third party archiving solutions. And the best part, to your clients it is the same text messaging that they are used to, they don't need to install any special software or apps to communicate with you.
  • Apple App Store
  • BOŞTA
  • Finans

Mağaza Sıralaması

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NetX360® Mobile ile MyRepChat için sıralama karşılaştırması

Son 28 gündeki NetX360® Mobile sıralama trendini MyRepChatile karşılaştırın

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NetX360® Mobile vs. MyRepChat ülke karşılaştırmasına göre sıralama

Son 28 gündeki NetX360® Mobile sıralama trendini MyRepChatile karşılaştırın

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NetX360® Mobile VS.
MyRepChat

Aralık 24, 2024