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.