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.
Apparenté
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.Derniers avis
![]() |
Norton Utilities Ultimate
Améliorez les performances de votre PC avec Norton Utilities Ultimate |
![]() |
MailStore Home
Solution efficace d’archivage et de sauvegarde des e-mails |
![]() |
EaseUS Todo PCTrans
Transférez sans effort des données et des applications avec EaseUS Todo PCTrans |
![]() |
Avira Security
Protection ultime avec Avira Security |
![]() |
Microsoft Web Deploy
Déployez sans effort des applications Web avec Microsoft Web Deploy. |
![]() |
Avast SecureLine VPN
Protégez votre vie privée en ligne avec Avast ! SecureLine VPN |
![]() |
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 ! |