# PX Data — Wealth Reporting and Insights

> Mobile wealth reporting and insights platform for advisors and investors. (iPhone/iPad app by Albridge solutions Inc..)

- Source: https://appshunter.io/ios/app/px-data/id1618266208 (this page in markdown: same URL + `.md`)
- Developer: [Albridge solutions Inc.](https://appshunter.io/developer/553604535)
- Category: Finance
- Price: Free
- Rating: 1.45/5 from 60 App Store ratings · 33 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 99 MB
- Languages: English
- Released: 2023-03-17
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/px-data/id1618266208/reviews.md

## What is 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.

## Key features

- 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

## Recent user reviews (10 of 33)

All indexed reviews: https://appshunter.io/ios/app/px-data/id1618266208/reviews.md

### 1/5 — fix the dang app

*2025-03-04, version 4.1.6*

i mean c'mon you have one job

### 1/5 — USELESS!

*2025-01-25*

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

### 1/5 — Awful app maintenane

*2025-01-16*

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

### 1/5 — APP is useless,

*2025-01-16*

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.

### 1/5 — Useless !

*2025-01-14*

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 ?

### 1/5 — No support

*2025-01-12*

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.

### 1/5 — Terrible app

*2025-01-07*

I would give it zero stars but couldn’t. Could not see my investments.

### 1/5 — useless

*2024-12-30, version 3.64.0*

does not work. only gives advisor info.

### 1/5 — Cant view any financials or reports

*2024-11-30*

Can’t view any of my financials or reports. Is this ever going to get fixed

### 1/5 — Garbage

*2024-07-18*

Don’t waste your time on this app. Nothing loads.

## Frequently asked questions about PX Data

### 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.

## Version history (last 5 releases)

### 4.1.6 — 2025-01-26

Bug Fixes

### 4.1.4 — 2025-01-15

Bug fixes.

### 3.64.0 — 2024-02-10

Fix for Face Id issue

### 3.61.0 — 2024-01-12

Bug fixes

### 3.56.0 — 2023-03-17

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*