BlackDiamond WM

1+
Vipakuliwa
Daraja la maudhui
Kila mtu
Picha ya skrini
Picha ya skrini
Picha ya skrini
Picha ya skrini

Kuhusu programu hii

Programu hii ya Simu ya Mkononi hukuruhusu kuona maelezo ya akaunti, salio, zana za kupanga na kuwasiliana na mshauri wako kwa urahisi.
Ilisasishwa tarehe
5 Sep 2024

Usalama wa data

Usalama huanza kwa kuelewa jinsi wasanidi programu wanavyokusanya na kushiriki data yako. Faragha ya data na mbinu za usalama zinaweza kutofautiana kulingana na matumizi yako, eneo ulilopo na umri wako. Msanidi programu ametoa maelezo haya na anaweza kuyasasisha kadiri muda unavyopita.
Programu hii huenda ikaruhusu aina hii ya data ikafikiwa na washirika wengine
Taarifa binafsi, Shughuli za programu na nyingine2
Programu hii huenda ikakusanya aina hizi za data
Taarifa binafsi
Data inasimbwa kwa njia fiche inapotumwa
Data haiwezi kufutwa

Vipengele vipya

- 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

Usaidizi wa programu

Nambari ya simu
+12127846999
Kuhusu msanidi programu
BLACKDIAMOND WEALTH MANAGEMENT LLC
info@blackdiamondwealth.com
31 Hudson Yards 11TH FL New York, NY 10001-2170 United States
+1 212-784-6999

Programu zinazolingana