PX Data 4.1.6

Albridge solutions Inc. – Freeware – iOS
aus 59 Bewertungen

Offering power and performance on-the-go for both advisors and investors: Users can now quickly gain insights on portfolios, performance, holdings, asset classes, and value progression, or delve deeper into the app for more detailed analysis of on-demand time periods.

With firm and advisor branding integrated into the application, advisors can deliver a top-tier wealth management experience to their clients.

Simple, secure, and efficient, PX Data also offers one-click access through biometric authentication processes.

Application Benefits:

Complete and concise views of household accounts
Access to customized client reports
In-depth insights into your practice
Portfolio access (households)
Retrieval of batch and scheduled reporting
Data drill-down into multiple portfolio views
Capability to adjust as-of dates on the widgets

Entitlements: FOR AUTHORIZED USERS ONLY

This application can only be activated for Advisors and Investors who are currently active on the Pershing X Wealth Reporting and Insights platform.

Übersicht

PX Data ist eine Freeware-Software aus der Kategorie Office & Business, die von Albridge solutions Inc. entwickelt wird.

Die neueste Version von PX Data ist 4.1.6, veröffentlicht am 08.04.2025. Die erste Version wurde unserer Datenbank am 08.03.2024 hinzugefügt.

PX Data läuft auf folgenden Betriebssystemen: iOS.

Die Nutzer haben PX Data eine Bewertung von 2 von 5 Sternen gegeben.

Screenshots (Klicken, um zu vergrößern)

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Neueste Updates

Neueste Version
4.1.6

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