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)
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