PX Data 3.64.0

Albridge solutions Inc. – Freeware – iOS
dos votos de 49

Versão mais recente
3.64.0 Seguro para instalar

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.

Visão geral

PX Data é um software Freeware na categoria Negócio desenvolvido pela Albridge solutions Inc..

É a versão mais recente de PX Data 3.64.0, lançado em 08/03/2024. Inicialmente foi adicionado ao nosso banco de dados em 08/03/2024.

PX Data é executado nos seguintes sistemas operacionais: iOS.

Usuários de PX Data deram-lhe uma classificação de 1 de 5 estrelas.

Capturas de tela (Clique para ampliar)

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Versão mais recente
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