TECHNOLOGY
Manage and Grow Your Business with our Advance Technology Solutions
Delta Equity offers one of the industry’s most advanced and comprehensive technology platforms. All of
the components fully integrate with account and client data to achieve maximum efficiency in managing
an investment practice and communicating with clients and prospects.
Access to all of these technologies is available through Delta Equity at a surprisingly low monthly cost.
Broker Workstation
Download Pershing's new Broker Workstation, NetX360.
Efficiently review and enter orders, get real-time quotes, customize client households and groups, view client account details and access the latest news and research, as well as professional marketing and sales literature.
To access Net Exchange Broker Workstation Demo click here
To read a detailed product description click here
Log-In to the Home Office Communication System, Advisor Exchange.
Access commission reports, home office messages, holding reports, research, interactive forms, news and events.
Log-In to the account access platform for investment clients.
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