NetX360® Mobile vs Bailard Vault

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.

Now you can securely access Bailard's Vault-- an encrypted document management platform that enables you to collectively access and manage your essential documents. Further, you can receive and share documents directly with the Bailard Team. Powered by FutureVault, the Bailard Vault offers bank-level security with end-to-end encryption, multi-factor and biometric authentication in addition to a proprietary security layer.
 Key benefits of the Bailard Vault app include the ability to: 
• Access all the documents on your Vault wherever you are.
 • Upload documents on the go using your camera as a scanner.
 • Manage documents across multiple entities and family members. 
• Securely share your documents with your Trusted Advisors.
 • Review your reminders and notifications. 
* Note: You need to be a Bailard client and have an active account to login to the app.