4.1.6 Seguro para instalar
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.
Disclaimer: ©2023 Pershing X, Inc., a BNY Mellon company. All rights reserved. Trademarks belong to their respective owners.
Resumen
PX Data es un software de Freeware en la categoría de Negocio desarrollado por Albridge solutions Inc..
La última versión de PX Data es 4.1.6, aparecido en 08/04/2025. Inicialmente fue agregado a nuestra base de datos en 08/03/2024.
PX Data se ejecuta en los siguientes sistemas operativos: iOS.
Los usuarios de PX Data le dio una calificación de 2 fuera de 5 estrellas.
Relacionado
AssetMark Mobile
AssetMark Mobile provides users with a convenient interface and easy navigation to monitor their investments at any time and from anywhere.BNY Mellon | Pershing Access
Gain convenient access to your BNY Mellon | Pershing custody accounts with our mobile services. Our name may appear on your statements and trade confirmations, where we operate discreetly in support of your advisor's efforts to provide you …CircleBlack Investor
CircleBlack allows you to efficiently manage your wealth, providing a consolidated overview of your financial accounts and investments. Stay informed about your progress towards retirement and other goals with real-time performance data.Elements App
The Elements Financial Planning System™ app is an essential component of the comprehensive financial strategy offered by Elements.MyRepChat
MyRepChat enables users to exchange text messages with clients and colleagues while complying with the strict regulations of the financial sector.NetX360® Mobile
In today's business landscape, staying connected is crucial for success. NetX360® Mobile offers a powerful solution that allows you to conduct important business operations while on the go, no matter where you are.Últimas reseñas
![]() |
Microsoft Web Deploy
Implemente aplicaciones web sin esfuerzo con Microsoft Web Deploy. |
![]() |
MailStore Home
Solución eficiente de archivado y copia de seguridad de correo electrónico |
![]() |
EaseUS Todo PCTrans
Transfiere datos y aplicaciones sin esfuerzo con EaseUS Todo PCTrans |
![]() |
Avast SecureLine VPN
Proteja su privacidad en línea con Avast! VPN de línea segura |
![]() |
Avira Security
Máxima protección con Avira Security |
![]() |
Foxit PhantomPDF
Editor de PDF eficiente y rico en funciones |
![]() |
UpdateStar Premium Edition
¡Mantener su software actualizado nunca ha sido tan fácil con UpdateStar Premium Edition! |
![]() |
Microsoft Visual C++ 2015 Redistributable Package
¡Aumente el rendimiento de su sistema con el paquete redistribuible de Microsoft Visual C++ 2015! |
![]() |
Microsoft Edge
Un nuevo estándar en la navegación web |
![]() |
Google Chrome
Navegador web rápido y versátil |
![]() |
Microsoft Visual C++ 2010 Redistributable
Componente esencial para ejecutar aplicaciones de Visual C++ |
![]() |
Microsoft Update Health Tools
Herramientas de estado de Microsoft Update: ¡asegúrese de que su sistema esté siempre actualizado! |