RM Davis Client Portal
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RM Davis Client Portal
RM Davis Client Portal

RM Davis Client Portal

Developer: R.M. Davis, Inc.
App Size: 132 MB
Release Date: Jun 12, 2021
Price: FREE
Price
FREE
Size
132 MB

Screenshots for App

iPhone
iPhone X
More Screenshots for iPad
Welcome to the R.M. Davis Wealth Management Client Portal, powered by Black Diamond Wealth Platform. Securely, clients may view their total portfolio through a dashboard and their individual accounts and balances, access quarterly R.M. Davis statements, and contact their investment management team. Clients may sign in using the same username and password they set up for the portal on the R.M. Davis website, located at http://rmdavis.com. This app allows for easy, on-the-go, online access to your R.M. Davis portfolio.
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RM Davis Client Portal 1.74 Update
Oct 28, 2023 Version History
* RightCapital financial planning integration available for the mobile app.* Innotrust statement integration now supported within the client’s vault.* Improved performance and stability within the Dashboard section of the app.

~R.M. Davis, Inc.
More Information about: RM Davis Client Portal
Price: FREE
Version: 1.74
Compatibility: Requires Requires iOS 12 or later
Bundle Id: com.BDMobile.F2701C
Size: 132 MB
Genre: Finance
Release Date: Jun 12, 2021
Last Update: Oct 28, 2023
Content Rating: 4+
Developer: R.M. Davis, Inc.
Language: English -

All Apps & Games Created by: R.M. Davis, Inc.

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