PX Data 4.1.6

Albridge solutions Inc. – Freeware – iOS
59 oy

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.

Genel bakış

PX Data, Albridge solutions Inc. tarafından geliştirilen Iş kategorisinde Freeware bir yazılımdır.

PX Data 4.1.6 08.04.2025 Tarihinde yayımlanan, be. O başlangıçta bizim veritabanı üzerinde 08.03.2024 eklendi.

PX Data aşağıdaki işletim sistemlerinde çalışır: iOS.

Kullanıcılar PX Data 2 dışarı-in 5 yıldız bir puan verdi.

Ekran görüntüsü (tıklayın) büyük görmek için

İlgili ürünler

AssetMark Mobile

AssetMark Mobile provides users with a convenient interface and easy navigation to monitor their investments at any time and from anywhere.

BNY Mellon | Pershing Access

Gain convenient access to your BNY Mellon | Pershing custody accounts with our mobile services. Our name may appear on your statements and trade confirmations, where we operate discreetly in support of your advisor's efforts to provide you …

CircleBlack Investor

CircleBlack allows you to efficiently manage your wealth, providing a consolidated overview of your financial accounts and investments. Stay informed about your progress towards retirement and other goals with real-time performance data.

Elements App

The Elements Financial Planning System™ app is an essential component of the comprehensive financial strategy offered by Elements.

MyRepChat

MyRepChat enables users to exchange text messages with clients and colleagues while complying with the strict regulations of the financial sector.

NetX360® Mobile

In today's business landscape, staying connected is crucial for success. NetX360® Mobile offers a powerful solution that allows you to conduct important business operations while on the go, no matter where you are.

NetXInvestor™ Mobile

NetXInvestor™ mobile is a valuable tool for managing your investments, offering convenient access to your financial portfolio.

RightCapital

RightCapital offers a comprehensive solution for managing your financial assets and enhancing communication with your financial advisor.

SEI Connect - Investor

SEI’s mobile app offers a convenient way to access your investments and stay connected with your financial advisor. The Advice+ feature aims to assist you in making informed decisions in collaboration with your advisor.

SmartPro Client Experience

The SmartPro mobile application provides authorized Black Diamond clients with a streamlined and intuitive interface for accessing portfolio data.

Stable: PEV Theft Protection

The Stable App is a comprehensive solution tailored for owners of e-scooters, e-bikes, and other personal electric vehicles (PEVs), offering features to enhance security and convenience when parking.

Wealthscape Investor℠

Access your managed brokerage accounts from anywhere with Wealthscape Investor. This user-friendly app offers an enhanced experience, allowing you to efficiently navigate and access the necessary information.

Wealthscape℠

The Wealthscape℠ mobile app is now available for iPhone® and iPad®. This app provides brokers and advisors with access to critical brokerage information on the go.

▼ ▲

Son Sürüm
4.1.6

Güvenli ve ücretsiz indirme UpdateStar tarafından kontrol

Kalış güncel
UpdateStar ile ücretsiz.

Son İncelemeler

	Axence nVision Free Kapsamlı Ağ İzleme Kolaylaştırıldı
	ICS CUBE ICS CUBE: Veri Yönetimi İhtiyaçlarınızı Karşılayın
	Handbrake Video dosyalarınızı kolaylıkla dönüştürmek!
	Nero TuneItUp Free Bilgisayarınızı Nero TuneItUp Free ile Optimize Edin
	Raspberry Pi Imager Raspberry Pi Imager ile Zahmetsizce Flash İşletim Sistemleri
	Recordify Recordify by Abelssoft ile müzik akışını zahmetsizce MP3'e dönüştürün

En popüler indirme

	UpdateStar Premium Edition UpdateStar Premium Edition ile Yazılımınızı Güncel Tutmak Hiç Bu Kadar Kolay Olmamıştı!
	Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Yeniden Dağıtılabilir Paketi ile sistem performansınızı artırın!
	Microsoft Edge Web'de Gezinmede Yeni Bir Standart
	Google Chrome Hızlı ve Çok Yönlü Web Tarayıcısı
	Microsoft Visual C++ 2010 Redistributable Visual C++ Uygulamalarını Çalıştırmak için Temel Bileşen
	Microsoft Update Health Tools Microsoft Update Sağlık Araçları: Sisteminizin Her Zaman Güncel Olduğundan Emin Olun!