Black Diamond Wealth Platform 4+

Black Diamond Performance Reporting, LLC

    • 3.8 • 73 Ratings
    • Free

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 1.78

* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability

Ratings and Reviews

3.8 out of 5
73 Ratings

73 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.

TriteTvsucks ,

Needs to improve

The biometric sign in is constantly dropped and one has to accept it over and over with no resolution.
Does not update the values of the account in the portfolio in a timely fashion: it takes more than a day.
It is a very basic way to see what is happening to the money. I find it almost useless: is just a picture of how much money and of the return two days ago
I need a more responsive and accurate app

DougP34 ,

Does Not Work As Advertised

I have spent hours with my financial advisor and his team trying to get this app to work and it has left me nothing but frustrated. Third party accounts are difficult to add (after multiple hour long conference calls) and once they were finally added, several stopped updating without notice. My financial advisor’s office and I have been trying to get the accounts to update for days and still can’t get Black Diamond to work. I’ve asked my advisor to find another product for his clients

App Privacy

The developer, Black Diamond Performance Reporting, 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
  • 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

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