Senaste versionen
5.14.0 Säkert att installera
5.14.0 Säkert att installera
| Titel: | BlackDiamond WM 5.14.0 |
| Operativsystem: |
|
| License: | Freeware |
| Datum tillagd: | 2024-12-26 |
| Utgivare: | BlackDiamond Wealth Management, Inc. |
| Omdöme: | Ladda ner klienten för att betygsätta! |
| Changelog: |
- 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 |
Screenshots (Klicka för större)
Besläktad
Black Diamond Wealth Platform
The Black Diamond Mobile phone application provides authorized Black Diamond clients with a user-friendly and sophisticated interface to access their portfolio data.
Hightower Black Diamond
The Hightower Black Diamond Client Portal and Reporting mobile application allows clients to conveniently access their Black Diamond portal and reporting using a mobile interface.
IWI Publications
The Investments & Wealth Institute® serves as a prominent professional association, advanced education provider, and certification board tailored specifically for financial advisors, investment consultants, and wealth managers.
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