BlackDiamond WM

Sean Hollitz

এই এপ্‌টোৰ বিষয়ে

This Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor.

নতুন কি আছে

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes