PX Data 4.1.6

Albridge solutions Inc. – Freeware – iOS
av 59 röster

Senaste versionen
4.1.6 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.

Översikt

PX Data är en Freeware programvara i den kategorin Företag utvecklats av Albridge solutions Inc..

Den senaste versionen av PX Data är 4.1.6, släppt på 2025-04-08. Det lades ursprungligen till vår databas på 2024-03-08.

PX Data körs på följande operativsystem: iOS.

Användare av PX Data gav det betyget 2 av 5 stjärnor.

Screenshots (Klicka för större)

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Senaste versionen
4.1.6

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