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.
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