Thimble Island Wealth Portal

Thimble Island Private Wealth

About this app

Efficiently and conveniently access your finances with the Thimble Island Wealth Portal app.

As a Thimble Island Private Wealth client, you can now securely access and manage your wealth and investment portfolio anytime, anywhere. Whether you’re looking to track your financial growth, view your portfolio, or review detailed reports, Thimble Island Wealth Portal brings everything you need into the palm of your hand.

Real-Time Portfolio Tracking:

- Stay updated on your investments

- Monitor market performance

- See how your assets are performing Comprehensive Financial Reports:

- Access detailed financial statements

- Generate reports that provide insight into your wealth-building journey

Personalization:

- Customizable dashboard view

- Recommendations and insights based on financial goals, risk tolerance, and market trends

- Set custom alerts tailored to your portfolio

Requirements: Must be a client of Thimble Island Private Wealth to access. If you have not yet received access to your Black Diamond account or need additional assistance, please contact your Thimble Island Private Wealth advisor to receive the initial login link and information on how to get started.

What’s new

* Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes