4.1.6 설치 하는 안전
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.
개요
PX Data 범주 비즈니스 Albridge solutions Inc.개발한에서 프리웨어 소프트웨어입니다.
PX Data의 최신 버전은 2025-04-08에 발표 된 4.1.6. 처음 2024-03-08에 데이터베이스에 추가 되었습니다.
다음 운영 체제에서 실행 되는 PX Data: iOS.
PX Data 사용자 2 5 등급으로 평가 했다.
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