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)

Aanverwant

AssetMark Mobile

AssetMark Mobile provides users with a convenient interface and easy navigation to monitor their investments at any time and from anywhere.

BNY Mellon | Pershing Access

Gain convenient access to your BNY Mellon | Pershing custody accounts with our mobile services. Our name may appear on your statements and trade confirmations, where we operate discreetly in support of your advisor's efforts to provide you …

CircleBlack Investor

CircleBlack allows you to efficiently manage your wealth, providing a consolidated overview of your financial accounts and investments. Stay informed about your progress towards retirement and other goals with real-time performance data.

Elements App

The Elements Financial Planning System™ app is an essential component of the comprehensive financial strategy offered by Elements.

MyRepChat

MyRepChat enables users to exchange text messages with clients and colleagues while complying with the strict regulations of the financial sector.

NetX360® Mobile

In today's business landscape, staying connected is crucial for success. NetX360® Mobile offers a powerful solution that allows you to conduct important business operations while on the go, no matter where you are.

Laatste versie
4.1.6

Veilige en gratis downloads, gecontroleerd door UpdateStar

Blijf actueel
met UpdateStar freeware.

Recente beoordelingen

	QuickSteuer Maximaliseer belastingbesparingen met QuickSteuer van Lexware!
	Adobe Help Manager Ondersteuning stroomlijnen met Adobe Help Manager
	Skype Toolbars Verbeter uw Skype-ervaring met Skype-werkbalken
	AnyMP4 iPhone Data Recovery for Mac Essentiële tool voor iPhone-gegevensherstel op Mac
	AnyMP4 MP4 Converter for Mac Transformeer uw video-ervaring met AnyMP4 MP4 Converter voor Mac
	AnyMP4 TransMate Moeiteloze gegevensoverdracht met AnyMP4 TransMate

Meest populaire downloads

	UpdateStar Premium Edition Uw software up-to-date houden is nog nooit zo eenvoudig geweest met UpdateStar Premium Edition!
	Microsoft Edge Een nieuwe standaard in surfen op het web
	Microsoft Visual C++ 2015 Redistributable Package Verbeter de prestaties van uw systeem met Microsoft Visual C++ 2015 Redistributable Package!
	Google Chrome Snelle en veelzijdige webbrowser
	Microsoft Visual C++ 2010 Redistributable Essentieel onderdeel voor het uitvoeren van Visual C++-toepassingen
	Microsoft Update Health Tools Microsoft Update Health Tools: zorg ervoor dat uw systeem altijd up-to-date is!