BlackDiamond WM

Sean Hollitz

關於這個應用程式

此行動應用程式可讓您查看帳戶資訊、餘額、規劃工具，並輕鬆聯絡您的顧問。

新功能

- 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