PX Data

PX Data

Wealth Reporting and Insights

60 ratings
33 reviews

Archived App (Last seen on 29 Aug 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • March 17, 2023
  • January 26, 2025
PX Data screenshot #1 for iPhone
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About

Access comprehensive portfolio data, performance insights, and client reports on the go. This secure app offers a quick snapshot or deep dives into financial holdings, asset allocation, and value progression for authorized advisors and investors.

Portfolio snapshots and deep dives
Performance and holdings analysis
Asset class and value progression tracking
Customized client report retrieval
Practice insights for advisors
Biometric authentication
Show original description

What's New in PX Data

4.1.6

January 26, 2025

Bug Fixes

User reviews

fix the dang app

i mean c'mon you have one job

USELESS!

Does not work at all now !
Was just almost impossible to log into with minimal information.
Now completely down !

Awful app maintenane

App programmer handles program maintenance and support very poorly. Disappointing to say the least.

APP is useless,

This app is 100% useless, shows us nothing, absolute garbage. When are they going to update this app to where it actually works. It’s embarrassing.

Useless !

When it does work ( on rare occasions) it doesn‘t show much .
Most of the time it is nonresponsive (after you log in it goes nowhere)or does not even let you log in.
The results it MAY show are nebulous.
Whose adolescent nephew designed this app for some stock Bro ?

FAQ

What does PX Data do?

PX Data provides mobile access to wealth reporting and insights. It allows authorized users to view portfolio performance, holdings, asset allocation, and generate customized client reports, offering both quick snapshots and deep data analysis.

What are the key features of PX Data?

Key features include complete views of household accounts, retrieval of customized and batch/scheduled client reports, insights into advisor practices, access to portfolios, drill-down data into multiple portfolio views, and the ability to change as-of dates on widgets. It also supports secure biometric authentication.

Is PX Data free to use?

Based on the provided information, the app is offered for free. However, it is exclusively for authorized users who are active on the Pershing X Wealth Reporting and Insights platform. There is no mention of in-app purchases or subscriptions.

Who is PX Data for?

This application is designed for authorized advisors and investors who are active users of the Pershing X Wealth Reporting and Insights platform. It aims to provide them with powerful wealth management tools on the go.

How secure is PX Data?

The app is described as simple, secure, and timely. It provides one-click access via biometric authentication processes, enhancing the security of user data and portfolio information.