Manage your financial profile and access account information like balances, holdings, and activity. This app provides full features of the desktop version for anytime, anywhere access to your NetXInvestor account.
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Manage your financial profile and access account information like balances, holdings, and activity. This app provides full features of the desktop version for anytime, anywhere access to your NetXInvestor account.




Access your financial portfolio and account information on the go. View balances, holdings, transaction history, and place trades if enabled by your institution. Stay connected to your investments from your Apple device.


Streamline client data collection with customizable templates and online engagement. This app facilitates seamless data sharing with other financial tools, reducing manual entry and errors. It supports easy yearly reviews by pre-populating information from previous engagements.


Manage your investment portfolio securely on the go. Deposit checks, access market information, and stay connected to your brokerage accounts anytime, anywhere. Optimized for mobile, it brings desktop features to your fingertips.


Manage your investment portfolio securely on the go. Deposit checks, access market information, and stay connected to your brokerage accounts anytime, anywhere. Optimized for mobile, it brings key desktop features to your fingertips.


Manage your investments and financial portfolio on the go. Access account information, view real-time quotes, and place trades for equities and mutual funds directly from your iPhone or iPad.


This app serves as a central hub for all annual meetings and events for financial services advisors. It provides on-the-go access to schedules, speaker details, attendee lists, and session reminders, facilitating networking and information sharing.


Access US capital markets directly through your brokerage account. Track, buy, and sell on global markets with features like order entry, status tracking, and detailed account information.


Visualize options open interest, volume, and max pain for US stocks with advanced scanning for unusual activities. Get real-time quotes, charts, and detailed options data including Greeks and IV.