Screenshots

Description

The Black Diamond Mobile phone application enables authorized Black Diamond clients to access portfolio data in a simple, elegant interface.

Requirements: You need to be a Black Diamond user that has been authorized for the phone application. If you would like to request access, please contact your Black Diamond primary contact.

What’s New

Version 1.39

- Upgraded graph library to improve data visibility as well as look and feel
- Balance Sheet enhancements
- Fixed timeout bug for portfolio, timeline and vault pages

Ratings and Reviews

4.5 out of 5
41 Ratings

41 Ratings

munpip214 ,

Missing a couple things

This app does fairly well but there isn’t a way that I can see to view a combination of accounts. It is either all or one account.

When selecting a date, it only has options up to 12 months. Would like to see 2,3,5,10 years and All Time. No way to enter a custom date other than swiping month by month.

Lastly when I select a custom date it resets as I go to different pages.

Dblfinance ,

RIA AND CLIENTS LOVE BD

We are a firm that recently converted our business to an RIA. We chose Black Diamond as our performance reporting and aggregator engine for our business and clients. We have loved the system online as well as the app. Our clients have raved about the experience, ease of use and simple layout of information.

big$$$$& ,

Great App

I love seeing all my accounts on the go in one place. Great features and great look.

Information

Seller
Black Diamond Performance Reporting, LLC
Size
102.4 MB
Category
Finance
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

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

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