As previously communicated, Park Avenue Securities (PAS) would like to remind everyone that an upgraded version of the NetX360 desktop (.net). is now available featuring improved functionalities. Users will be prompted to upgrade to the latest version of NetX360 upon login.
NetX360 provides the technology to efficiently manage the business from CRM and client onboarding to operations and reporting. Provisioning and authentication Add this integration to enable authentication and provisioning capabilities.
Installation Instructions
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Upon login, follow the prompts until you get to the Finish page. Click “Finish” to complete the software installation.
Separately, a network connectivity screen may appear. If you receive the network connectivity page, it will default to the correct setting, and you must click “OK” to complete set up. See the image below:
If your homepage dashboard has changed, it can be reset by retyping “ALL” for the Office Range and “ALL” for the IP Code. See the image below:
Please note that this upgrade does not apply to the NetX360 web version (.com) and no action is required for users of the web version.
What's New?
Based on feedback from firms and advisors, the benefits to the upgraded version of NetX360 include, but are not limited to navigational, ease of use improvements and system enhancements.
Ease of Use Enhancements:
- New Menu Positioning
- Menu Reference Changes
- Classic Top Level Menu Available again
- Menu – Navigational Changes
- Global Search
- Hotkey Use
- Trading via Account Workbook
System Enhancements:
- Annuity Order in a Pending Account
- Annuity Trading Text Update
- Additional News Sources Available at no cost
- Printing Workbook Summary
Additional Information
Please click herefor the QRC on how to use the new features. Click here for a comprehensive guide on the enhanced NetX360 version.
Questions?
For any upgrade or installation issues, please contact the Pershing Tech Help Desk at 1-888-878-3142, option, 3 for NetX360, then option 1 for NetX360 Technical Support. Users can also contact Guardian's Help Desk at 800-499-8820, option 8 for NetX360.
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