BlackDiamond WM

Sean Hollitz

앱 정보

이 모바일 앱을 사용하면 계좌 정보, 잔액, 계획 도구를 확인하고 상담사에게 쉽게 연락할 수 있습니다.

새로운 기능

- 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