Secfi Wealth

Finance

Free · Designed for iPad. Not verified for macOS.

Secfi's Wealth Management app is designed to empower clients by providing a streamlined, comprehensive view of their financial picture anytime, anywhere. With this app, you can easily track your progress toward financial goals, monitor assets, and maintain a direct line of communication with your dedicated advisor. Our secure platform offers a dynamic dashboard that consolidates your financial information, making it easy to view key insights at a glance. Gain real-time access to your investment performance, account balances, cash flow, and progress against personalized financial milestones. Requirements: You need to be a Secfi Wealth Client with a Black Diamond user login create to use this app. If you haven’t received an email to set up your Black Diamond login contact your advisor directly.

Ratings & Reviews

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• Login Security Enhancements • Performance Improvements • Bug Fixes

Version 1.96

The developer, Secfi Wealth, 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
    • User Content
    • Identifiers
    • Usage Data

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Diagnostics

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
  • Secfi Technologies BV
Size
  • 145.8 MB
Category
  • Finance
Compatibility
Requires iOS 12.4 or later.
  • iPhone
    Requires iOS 12.4 or later.
  • iPad
    Requires iPadOS 12.4 or later.
  • iPod touch
    Requires iOS 12.4 or later.
  • Mac
    Requires macOS 11.0 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

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