PX Data 4.1.6

PX Data 4.1.6

Albridge solutions Inc. – Freeware – iOS
из 59 голосов
Последняя версия
4.1.6
Сейф для установки

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.

Обзор

PX Data — это Freeware программное обеспечение в категории Бизнес, разработанное Albridge solutions Inc..

Последняя версия PX Data-4.1.6, выпущенный на 08.04.2025. Первоначально он был добавлен в нашу базу данных на 08.03.2024.

PX Data работает на следующих операционных системах: iOS.

Пользователи PX Data дал ему Рейтинг 2 из 5 звезд.

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