Thimble Island Wealth Portal

Finance

Free · Designed for iPad. Not verified for macOS.

Efficiently and conveniently access your finances with the Thimble Island Wealth Portal app. As a Thimble Island Private Wealth client, you can now securely access and manage your wealth and investment portfolio anytime, anywhere. Whether you’re looking to track your financial growth, view your portfolio, or review detailed reports, Thimble Island Wealth Portal brings everything you need into the palm of your hand. Real-Time Portfolio Tracking: - Stay updated on your investments - Monitor market performance - See how your assets are performing Comprehensive Financial Reports: - Access detailed financial statements - Generate reports that provide insight into your wealth-building journey Personalization: - Customizable dashboard view - Recommendations and insights based on financial goals, risk tolerance, and market trends - Set custom alerts tailored to your portfolio Requirements: Must be a client of Thimble Island Private Wealth to access. If you have not yet received access to your Black Diamond account or need additional assistance, please contact your Thimble Island Private Wealth advisor to receive the initial login link and information on how to get started.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

• To-Do items are now named Tasks • Performance Improvements • Bug Fixes

Version 1.98.1

The developer, Thimble Island Private Wealth LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Usage Data

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • Identifiers

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Thimble Island Private Wealth LLC
Size
  • 147.4 MB
Category
  • Finance
Compatibility
Requires iOS 15.5 or later.
  • iPhone
    Requires iOS 15.5 or later.
  • iPad
    Requires iPadOS 15.5 or later.
  • iPod touch
    Requires iOS 15.5 or later.
  • Mac
    Requires macOS 12.4 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © Black Diamond Wealth Platform
  • Developer Website
  • Privacy Policy