An award-winning mobile app.
Your portfolio. On the go.
Named the “Best Client-Facing Technology” by MorningstarAdvisor.com, our mobile technology lets you review your financial portfolio and investment accounts everywhere you go. This powerful app features improved access to account and market data, with a faster, easier-to-read presentation. The latest version supports high-resolution retina displays, allowing you to access information with pixel-perfect quality.
Blue Diamond Plus™ Mobile.
We simplified the navigation so you can quickly move through the mobile app and find the data you need.
We took your most critical reporting needs, designed the app to meet those needs, and then reconfigured it for a much faster experience.
It’s now easy for you and your advisor to communicate with each other from anywhere in the world. Better yet, it’s completely secure.
3 powerful apps
from our 4 custodian partners
All custodian app screenshots and logos are property of and copyrighted by the respective custodian.