Wells Family of Companies | Financial Advisor Toolbox

Wells Family of Investment Companies

Financial Advisor Toolbox

Why Join Wells?  Financial Advisor Toolbox  Practice Management Wealth Management Trust Services and Succession Planning Transition Contact Us

With more and more competition for affluent investors, how can you stand out?

Our partnership with global clearing giant Pershing LLC, a BNY Mellon Company, allows our financial professionals  access to a vast array of products and services coupled with an extraordinary level of service that is the standard at the Wells Family of Companies.

The processing back bone of our advisor workstation is NETX 360. The NetExchange suite of products provide an automated, straight-through processing system delivering timely,  accurate information  24 hours a day, even during extreme volatility.  The Wells systems easily integrates  within Pershing's open architecture. The combined platform offers you fully customized connectivity that seamlessly links you and your clients to the markets. NETX 360 can be downloaded on to iPad or iPhone for easy remote access. Click on the video link for a full video tour of our advisor work station.

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