PX Data 4.1.6

Albridge solutions Inc. – Freeware – iOS
fuori voti 59

Ultima versione
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.

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)

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Ultima versione
4.1.6

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