PX Data 3.64.0

Albridge solutions Inc. – Freeware – iOS
z 49 głosów

Najnowsza wersja
3.64.0 Sejf do zainstalowania

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.

Przegląd

PX Data to Freeware oprogramowanie w kategorii Firma opracowane przez Albridge solutions Inc..

Najnowsza wersja PX Data jest 3.64.0, wydany na 08.03.2024. Początkowo był to dodane do naszej bazy na 08.03.2024.

PX Data jest uruchamiany w następujących systemach operacyjnych: iOS.

Użytkownicy PX Data dał pewien oszacowanie od 1 z 5 gwiazdek.

Zrzuty ekranu (kliknij aby obejrzeć powiększenie)

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Ostatnie aktualizacje

Najnowsza wersja
3.64.0

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