नवीनतम संस्करण
3.64.0 स्थापित करने के लिए सुरक्षित
3.64.0 स्थापित करने के लिए सुरक्षित
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.
विहंगावलोकन
PX Data Albridge solutions Inc. द्वारा विकसित श्रेणी धंधा में एक Freeware सॉफ्टवेयर है।
PX Data का नवीनतम संस्करण 3.64.0 है, जिसे 08-03-2024 को जारी किया गया था। इसे शुरू में 08-03-2024 को हमारे डेटाबेस में जोड़ा गया था।
PX Data निम्न आपरेटिंग सिस्टमों पर चलता है: iOS.
PX Data के यूजर्स ने इसे 5 में से 1 स्टार की रेटिंग दी है।
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