Laatste versie
3.64.0 Veilig te installeren
3.64.0 Veilig te installeren
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.
Overzicht
PX Data is Freeware software in de categorie Business ontwikkeld door Albridge solutions Inc..
De nieuwste versie van PX Data is 3.64.0, uitgegeven op 08-03-2024. Het werd aanvankelijk toegevoegd aan onze database op 08-03-2024.
PX Data draait op de volgende operating systems: iOS.
Gebruikers van PX Data gaven het een beoordeling van 1 op 5 sterren.
Schermafbeeldingen (Klik om te vergroten)
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