at Financial Technnology Year
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NetXInvestor
from Pershing (BNY Mellon)
A client portal solution for broker-dealers that provides account access, trading capabilities, portfolio management, document delivery, financial tools, and market insights. The platform can be white-labeled and customized to match the brokerage firm's branding.
in:
Client Services
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
NetXInvestor
Category:
Client Onboarding Solutions
in:
Client Services
Digital platforms streamlining the account opening process, including KYC (Know Your Customer), AML (Anti-Money Laundering) checks, and documentation management.
NetXInvestor
Publicly available data, summarised using AI.
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