PX Data 4.1.6

Albridge solutions Inc. ❘ Freeware ❘
iOS
out of 59 votes

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.

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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Latest Version
4.1.6

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