Networx began developing solutions to support agents and advisors nearly 8 years ago. It’s goal: to help industry professionals better leverage vital client information in a new way. With its very first Windows-based solution—the Client Data System (CDS)—it pushed the envelope of contact management to include customer service and policy and investment tracking—all from a financial services industry perspective.

Several years ago, CDS evolved into Networkx, helping the wealth management industry leverage new technologies to support considerable shifts in the business needs of our users. Networx covers the full spectrum of financial services distribution—including insurance companies, general agents, banks, investment dealers, agents, and financial advisors.