4.1.6 Cassaforte da installare
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.
Panoramica
PX Data è un software Freeware nella categoria Affari sviluppato da Albridge solutions Inc..
L'ultima versione di PX Data is 4.1.6, pubblicato su 08/04/2025. Inizialmente è stato aggiunto al nostro database su 08/03/2024.
PX Data viene eseguito sui seguenti sistemi operativi: iOS.
Gli utenti di PX Data ha dato un punteggio di 2. 5 stelle su 5.
Schermate (Clicca per ingrandire)
Imparentato
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.Ultime recensioni
|
HDClone X Standard Edition
Clonazione efficiente del disco con HDClone X Standard Edition! |
|
PhotoMirage
Dai vita alle tue foto con PhotoMirage di Corel Corporation. |
|
RAFT
Rivoluziona il tuo insegnamento con RAFT |
|
Personal Accelerator for Revit
Sblocca tutto il tuo potenziale in Revit con Personal Accelerator di Autodesk |
|
*Spherical Panorama Virtual Tour Builder
Crea esperienze straordinarie a 360° senza soluzione di continuità |
|
|
Wondershare PDF to Excel Converter
Trasforma facilmente i PDF in Excel con Wondershare PDF to Excel Converter |
|
UpdateStar Premium Edition
Mantenere aggiornato il tuo software non è mai stato così facile con UpdateStar Premium Edition! |
|
Microsoft Edge
Un nuovo standard nella navigazione web |
|
Microsoft Visual C++ 2015 Redistributable Package
Migliora le prestazioni del tuo sistema con Microsoft Visual C++ 2015 Redistributable Package! |
|
Google Chrome
Browser Web veloce e versatile |
|
Microsoft Visual C++ 2010 Redistributable
Componente essenziale per l'esecuzione di applicazioni Visual C++ |
|
Microsoft Update Health Tools
Strumenti per l'integrità di Microsoft Update: assicurati che il tuo sistema sia sempre aggiornato! |
Sfoglia
Ultimi aggiornamenti
Dell Open Print Driver 1.98.7964
The Dell Open Print Driver is a software developed by Dell Inc. for Windows-based printers and multifunction devices. This driver offers a standard set of features that are compatible with a range of Dell printing devices.
