NetX360® Mobile vs Jump AI

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.

90% less meeting admin. 100% more insight. Jump is the #1 AI operating system for advisors, from independent to enterprise. Jump turns meetings, emails, and documents into notes, automated workflows, and compliance records, so you can process a meeting in 5 minutes, not 60. Jump's mobile app includes: • One-tap in-person meeting capture and note taking • Accurate, detailed meeting notes in your voice • Pre-meeting prep access, so you’re always ready for your next meeting • AI Associate. Ask questions and take action across your entire tech stack: update CRM records, draft and send emails, schedule follow-ups, and create new contacts. Every action requires your approval, governed by your firm's compliance settings, so you stay in control. • Contacts view synced with your CRM • Integrations with CRMs, planning software, and more – to sync notes and tasks where you work • Views of your meeting schedule and past meetings • The ability to send the Jump notetaker to a meeting in progress • Security controls built for regulated industries • Dark mode support for comfortable use in any lighting