We will consider certain changes to existing investment credit lines as new contracts, thereby necessitating the replacement of the LIBOR with the Federal Funds Target Upper Limit Rate
Training Offerings
Client Training Services enhances the user experience in NetX360 by offering blended learning through a combination of video content and insightful instructor-led courses.
COVID-19 Operational Change and Resource Dashboard
The COVID-19 Operational Change and Resource Dashboard is available here.
NetX360 Marketing Center Overview Video Available
Want to increase your productivity and support your business growth? Watch our latest video to learn what the NetX360 Marketing Center platform has to offer to address your needs for growth, productivity, succession planning, tax support and compliance.
Aerial View: Active ETFs: The Next Act
The amount of money flowing into actively managed ETFs looks likely to nearly double the net inflows of last year. Could this be just the start of a shift in a $9.4 trillion industry that has long been a bastion of passive, index-tracking investments? Read more now.
CFRA Research
CFRA Research, a third-party research provider available via NetX360, is implementing changes to the services they provide. These changes will impact underlying content and pricing of certain services.
Aerial View
Aerial View is your route to a broader market perspective. With our unique vantage point, drawn from the diverse participants that intersect with our custody platform, we can arm you with the latest insights in trading, collateral, funding and liquidity, to help you get the edge.
Block Trading and Rebalancing Enhancements
Several enhancements to Block Trading and Rebalancing (BTR) in NetX360 are scheduled to be available August 16, 2021. Review this communication for details.
Updates to Work Corner in NetX360®
Entitled users will now find the Electronic Compliance and Sales Practice Monitoring application links under Service and Operations-Compliance Corner within the NetX360.com version.
NetXInvestor Digital Authorization for Fed Fund Transactions
Fed fund periodic and standing instructions transactions are now available for authorization using the Digital Authorizations feature in the NetXInvestor platform and mobile application.
New Durable Power of Attorney
A new Durable Power of Attorney form is now available in NetX360's Forms Center for immediate use. The purpose of this form is for the account owner to appoint a power of attorney to an agent(s), other than their advisor, over the account.
Updated Inherited Individual Retirement Account Application
We are now releasing an updated Inherited IRA Application, which is available immediately in the Marketing Center and via Client Onboarding.