Latest Version
4.1.6 Safe to install
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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