3.64.0 Säkert att installera
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.
Översikt
PX Data är en Freeware programvara i den kategorin Företag utvecklats av Albridge solutions Inc..
Den senaste versionen av PX Data är 3.64.0, släppt på 2024-03-08. Det lades ursprungligen till vår databas på 2024-03-08.
PX Data körs på följande operativsystem: iOS.
Användare av PX Data gav det betyget 1 av 5 stjärnor.
Screenshots (Klicka för större)
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