Dernière version
4.1.6 Coffre-fort à installer
4.1.6 Coffre-fort à installer
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.
Vue d'ensemble
PX Data est un logiciel de Freeware dans la catégorie Entreprise développé par Albridge solutions Inc..
La dernière version de PX Data est 4.1.6, publié sur 08/04/2025. Au départ, il a été ajouté à notre base de données sur 08/03/2024.
PX Data s’exécute sur les systèmes d’exploitation suivants : iOS.
Utilisateurs de PX Data a donné une cote de 2 étoiles sur 5.
Captures d'écran (Cliquez pour agrandir)
Produits connexes
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.
NetXInvestor™ Mobile
NetXInvestor™ mobile is a valuable tool for managing your investments, offering convenient access to your financial portfolio.
RightCapital
RightCapital offers a comprehensive solution for managing your financial assets and enhancing communication with your financial advisor.
SEI Connect - Investor
SEI’s mobile app offers a convenient way to access your investments and stay connected with your financial advisor. The Advice+ feature aims to assist you in making informed decisions in collaboration with your advisor.
SmartPro Client Experience
The SmartPro mobile application provides authorized Black Diamond clients with a streamlined and intuitive interface for accessing portfolio data.
Stable: PEV Theft Protection
The Stable App is a comprehensive solution tailored for owners of e-scooters, e-bikes, and other personal electric vehicles (PEVs), offering features to enhance security and convenience when parking.
Wealthscape Investor℠
Access your managed brokerage accounts from anywhere with Wealthscape Investor. This user-friendly app offers an enhanced experience, allowing you to efficiently navigate and access the necessary information.
Wealthscape℠
The Wealthscape℠ mobile app is now available for iPhone® and iPad®. This app provides brokers and advisors with access to critical brokerage information on the go.Dernières Mises à Jour
Telugu Jodii - Matrimony App 4.7
Telugu Jodii is a matrimonial app aimed at ordinary people, providing a platform for individuals to seek meaningful relationships. This application offers unique benefits for women, including free subscription features.
Retro Video Game Center Pro 6.9.50
The Alpha Retro Video Game Center offers an extensive collection of classic video games for enthusiasts of retro gaming. This platform serves as a comprehensive emulator, allowing users to experience a wide range of nostalgic titles from …
Sistema para restaurante CNM 2025.3.3
Experience a comprehensive and free trial of the CNM restaurant management system, recognized for its extensive features designed to streamline restaurant operations.
TCS eCharge 2.7.7.3
Your electric or hybrid vehicle charging experience in Switzerland and Europe is made easy with the TCS eCharge charging app: Find and reserve the suitable charging point for your vehicle from over 382,000 locations across Europe.
Fashion Men Dresses Photo Suit 1.5
The Fashion Men Photo Suit application presents a curated collection of suits designed to help men achieve a refined and attractive appearance.
Real Truck Driving Truck Games 1.3
Real Truck Driving Truck Games - Euro Truck Driving Game 2025 presents a unique opportunity to immerse oneself in a detailed and realistic trucking experience.Dernières Nouvelles
Derniers avis
|
Cisco Exam 646-361 Guide + Another FREE Guides
Préparation complète aux examens Cisco avec bonus supplémentaires |
|
|
Cisco BCMSN Exam 642-811 Guide is Here
Maîtrisez votre examen Cisco BCMSN avec le guide complet d’EPlanet Labs |
|
|
Smart Photo Viewer
Visionneuse de photos intelligente : organisez et visualisez vos images sans effort |
|
|
GetDataBack for NTFS
Récupérez les données perdues avec précision à l’aide de GetDataBack for NTFS |
|
|
Aluminium Menu
Simplifiez votre navigation sans effort avec Aluminium Menu |
|
 |
Stellar Repair for Outlook
Une réparation exceptionnelle pour Outlook : une solution incontournable pour la récupération des e-mails |
 |
UpdateStar Premium Edition
Garder votre logiciel à jour n’a jamais été aussi facile avec UpdateStar Premium Edition ! |
 |
Microsoft Visual C++ 2015 Redistributable Package
Améliorez les performances de votre système avec le package redistribuable Microsoft Visual C++ 2015 ! |
 |
Microsoft Edge
Un nouveau standard en matière de navigation sur le Web |
 |
Google Chrome
Navigateur Web rapide et polyvalent |
 |
Microsoft Visual C++ 2010 Redistributable
Composant essentiel pour l’exécution d’applications Visual C++ |
 |
Microsoft Update Health Tools
Outils Microsoft Update Health : assurez-vous que votre système est toujours à jour ! |
