Paradigm Wealth Management 4+

PARADIGM WEALTH MANAGEMENT LLC

    • Free

Screenshots

Description

The Paradigm Wealth Management mobile application is a one stop shop for clients to easily view their current financial picture. Clients can view account balances, holdings, performance, and recent activity. They are able interact with their advisor team and easily and securely send and receive files. Clients will be able to link all of their assets, not only those at Paradigm, together to get a true holistic view of their current finances. o Requirements: You need to be a Paradigm Wealth Management Client and Black Diamond User that has been authorized for the Phone Application. If you have any questions, please contact your Paradigm Wealth Management Advisor.

What’s New

Version 1.80

* Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability

App Privacy

The developer, PARADIGM WEALTH MANAGEMENT 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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