PX Data 4.1.6

Albridge solutions Inc. ❘ Freeware ❘
iOS
uit 59 stemmen

Laatste versie
4.1.6 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.

Overzicht

PX Data is Freeware software in de categorie Zakelijk ontwikkeld door Albridge solutions Inc..

De nieuwste versie van PX Data is 4.1.6, uitgegeven op 08-04-2025. 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 2 op 5 sterren.

Schermafbeeldingen (Klik om te vergroten)

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Laatste versie
4.1.6

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