BlackDiamond WM

Sean Hollitz
1+
Okudawunilodiwe
Isilinganiselwa sokuqukethwe
Wonke umuntu
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini
Isithombe sesithombe-skrini

Mayelana nalolu hlelo lokusebenza

Lolu hlelo lokusebenza lweselula likuvumela ukuthi ubuke imininingwane ye-akhawunti, ibhalansi, amathuluzi okuhlela, futhi uxhumane nomeluleki wakho kalula.
Kubuyekezwe ngo-
Sep 5, 2024

Ukuphepha kwedatha

Ukuphepha kuqala ngokuqonda ukuthi onjiniyela baqoqa futhi babelane kanjani ngedatha yakho. Ubumfihlo bedatha nezinqubo zokuphepha zingahluka kuye ngokusebenzisa kwakho, isifunda, nobudala. Unjiniyela unikeze lolu lwazi futhi angalubuyekeza ngokuhamba kwesikhathi.
Le app ingabelana ngalezi zinhlobo zedatha nezinkampani ezingahlobene ngqo
Ulwazi lomuntu siqu, Umsebenzi wohlelo lokusebenza nabanye abangu-2
Le app ingaqoqa lezi zinhlobo zedatha
Ulwazi lomuntu siqu
Idatha ibetheliwe lapho ithunyelwa
Idatha ayikwazi ukusulwa

Yini entsha

- 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
Maka njengokungafanele

Ukusekelwa kwe-app

Inombolo yefoni
+12127846999
Mayelana nonjiniyela
BLACKDIAMOND WEALTH MANAGEMENT LLC
info@blackdiamondwealth.com
31 Hudson Yards 11TH FL New York, NY 10001-2170 United States
+1 212-784-6999
Maka njengokungafanele