App Profile: PX Data
Android / Games / Puzzles
PX Data
Installs:
Rating:
1.48
Total Reviews:
56
Top Countries:
US
< $5k
/mo
< 5k
/mo
Reviews: What People Think About PX Data
PXGR72
Rating: 1/5
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.
Jon2358
Rating: 1/5
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
ThisIsPainfull67
Rating: 1/5
None whatsoever. If you can get better results from this app other than what all the reviews say, please let us in on the secret. Maybe the good news is they fired the guy who wrote this, but they forgot to replace him.
About PX Data
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.
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.
File size: 103892992
Launched countries: US
Minimum OS version: 16.0
Release Date: 1679036400000
Published by Albridge solutions Inc.
Website url: https://www.pershing.com/contact/
Publisher country:
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