PX Data 4.1.6

PX Data 4.1.6

Albridge solutions Inc. – Freeware – iOS
out of 59 votes
Latest Version
4.1.6
Safe to install

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.

Overview

PX Data is a Freeware software in the category Business developed by Albridge solutions Inc..

The latest version of PX Data is 4.1.6, released on 04/08/2025. It was initially added to our database on 03/08/2024.

PX Data runs on the following operating systems: iOS.

Users of PX Data gave it a rating of 2 out of 5 stars.

Pros

  • Comprehensive financial data management and reporting capabilities
  • User-friendly interface that enhances productivity
  • Integrates well with existing systems and software
  • Offers customizable reporting features tailored to individual needs
  • Robust security measures to protect sensitive financial data

Cons

  • Can be expensive for small businesses or startups
  • Steeper learning curve for new users compared to simpler solutions
  • Some users report slow customer service response times
  • May require substantial time for initial setup and integration
  • Limited mobile functionality compared to desktop version

Screenshots (Click to view larger)

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