iPhone Screenshots

Description

- Convenient access to your portfolio information, including positions, asset allocation, performance, and recent transactions
- Mobile-optimized user experience
- Secure Document Vault: Store, send and receive important communications and documents with your advisory team
- Connect outside investment/banking accounts

What’s New

Version 1.16

- Bug fixes

Information

Seller
Portfolio Solutions, LLC
Size
39 MB
Category
Finance
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© Black Diamond Wealth Platform
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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