TPB PWM 4+
Tidwell Premock Basilone Private Wealth Management Inc.
-
- Free
Screenshots
Description
This App allows enabled clients to access portfolio data, view reports and statements, and communicate with your team in a simple, elegant interface.
Requirements: You need to be a client of the Tidwell Premock Basilone PWM that has been enabled for the app. If you would like to request access, please contact the team.
What’s New
Version 1.82
* Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.
App Privacy
The developer, Tidwell Premock Basilone Private Wealth Management Inc., 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
Information
- Seller
- Tidwell Premock Basilone Private Wealth Management Inc.
- Size
- 129.8 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPad
- Requires iPadOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Black Diamond Wealth Platform
- Price
- Free