This informative training webinar will focus on Pershing's NetX360 platform and will provide an overview of the NetX360 desktop platform. The overview will focus on best practices, "did you know, and tips and tricks. Learn how to utilize search features, your homepage, the Favorites menu, households and much more. Presented by Dave Molter, Vice President of New Business Development and Advisor Relations; Corey Brodsky, Director of Practice Management.
Speakers: Soraya Singh, Vice President of Client Training Services, Pershing LLC, a BNY Mellon Company. Recorded May 13, 2020.