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

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Son güncellemeler

Son Sürüm
4.1.6

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