PX Data 3.64.0

Albridge solutions Inc. – Freeware – iOS
a 49 szavazat

Legújabb verzió
3.64.0 Biztonságos telepítése

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.

– Áttekintés

PX Data Freeware szoftvere a kategória Üzlet fejlett mellett Albridge solutions Inc.-ban.

A legutolsó változat-ból PX Data a(z) 3.64.0, 2024. 03. 08. megjelent. Kezdetben volt hozzá, hogy az adatbázisunkban a 2024. 03. 08..

a(z) PX Data a következő operációs rendszereken fut: iOS.

Felhasználók PX Data 1 ki 5 csillagos minősítést adott neki.

Pillanatképek (kattintson nagyobb képért)

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Utolsó frissítések

Legújabb verzió
3.64.0

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