send link to app

R.M. Davis Client Portal app for iPhone and iPad


4.4 ( 3424 ratings )
Finance
Developer: R.M. Davis, Inc.
Free
Current version: 1.73, last update: 6 months ago
First release : 12 Jun 2021
App size: 125.83 Mb

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.