PX Data 4.1.6

Albridge solutions Inc. – Freeware – iOS
av 59 röster

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4.1.6 Säkert att installera

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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:
<ul>
 <li>Complete and concise views of household accounts</li>
 <li>Access to customized client reports</li>
 <li>In-depth insights into your practice</li>
 <li>Portfolio access (households)</li>
 <li>Retrieval of batch and scheduled reporting</li>
 <li>Data drill-down into multiple portfolio views</li>
 <li>Capability to adjust as-of dates on the widgets</li>
 </ul>
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.

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