BlackDiamond WM 5.14.0

BlackDiamond WM 5.14.0

BlackDiamond Wealth Management, Inc. – Freeware – iOS
out of 4 votes
Latest Version
5.14.0
Safe to install
Title: BlackDiamond WM 5.14.0
Operating Systems:
  • iOS
License: Freeware
Date added: 12/26/2024
Publisher: BlackDiamond Wealth Management, Inc.
Rating: Download client to rate!
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 (Click to view larger)

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Comprehensive Resource for Investment Insights
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