BlackDiamond WM

Sean Hollitz
1+
Yuklanmalar
Yoshga oid cheklov
Hamma uchun
Skrinshot
Skrinshot
Skrinshot
Skrinshot

Bu ilova haqida

This Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor.
Oxirgi yangilanish
5-sen, 2024

Maʼlumotlar xavfsizligi

Xavfsizlik — dastur ishlab chiquvchilar maʼlumotlaringizni qanday jamlashi va ulashishini tushunishdan boshlanadi. Maʼlumotlar maxfiyligi va xavfsizlik amaliyotlari ilovadan foydalanish, hudud va yoshga qarab farq qilishi mumkin. Bu axborot dastur ishlab chiquvchi tomonidan taqdim etilgan va keyinchalik yangilanishi mumkin.
Bu ilova tashqi hamkorlarga quyidagi turdagi maʼlumotlarini ulashishi mumkin
Men haqimda, Ilova tarixi va yana 2 ta
Ushbu ilova quyidagi axborot turlarini toʻplashi mumkin
Men haqimda
Maʼlumotlar uzatish vaqtida shifrlanadi
Maʼlumotlar oʻchmaydi

Nima yangiliklar

- 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
Shikoyat qilish

Ilova yuzasidan yordam

Telefon raqami
+12127846999
Dasturchi haqida
BLACKDIAMOND WEALTH MANAGEMENT LLC
info@blackdiamondwealth.com
31 Hudson Yards 11TH FL New York, NY 10001-2170 United States
+1 212-784-6999
Shikoyat qilish