PX Data 4+
Wealth Reporting and Insights
Albridge solutions Inc.
-
- Free
Screenshots
Description
Offering power and performance on the go for both advisors and investors: Now you can gain a quick snapshot of portfolios, performance, holdings, asset class and value progression or drill down across the app for deeper insights for on-demand time-periods.
With firm and advisor branding on the app, advisors can provide best in class wealth management experience to their clients.
Simple, secure, and timely, PX Data also provides one click access via biometric authentication processes.
Application Benefits:
• Complete and concise views of household accounts
• Retrieval of customized client reports
• Insights into your practice
• Access to portfolios (households)
• Retrieval of batch and scheduled reporting
• Drill-down data into multiple portfolio views
• Ability to change 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. Trademark(s) belong to their respective owners.
What’s New
Version 3.64.0
Fix for Face Id issue
Ratings and Reviews
The worse app
This is the worse app I have ever tried to use. The landing page is the scheduled reports which is blank. I can see my advisors contact info but NO other account data.
Then I deleted it and downloaded it again. Was hopeful at first since I saw a new page but no data. I went to another tab and back to square one.
And they are constantly telling us to download the app when you use the url (in order to see your data.) Do you not have any testers? Very very sad.
See no info
After logging in, everything was essentially blank at first . Then I clicked on reports and now it’s stuck here and there are no reports to show. So basically I see no information
No information
No information displayed. No reports to view, blank page.
App Privacy
The developer, Albridge solutions Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Albridge solutions Inc.
- Size
- 78 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- ©2024 Pershing X, Inc., a BNY Mellon company. All rights reserved. Trademark(s) belong to their respective owners.
- Price
- Free