# BlackDiamond WM

> Financial account access, planning tools, and advisor communication. (iPhone/iPad app by BlackDiamond Wealth Management Inc..)

- Source: https://appshunter.io/ios/app/blackdiamond-wm/id1418643236 (this page in markdown: same URL + `.md`)
- Developer: [BlackDiamond Wealth Management Inc.](https://appshunter.io/developer/1418643235)
- Category: Finance, Business
- Price: Free
- Rating: 4.75/5 from 4 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: English
- Released: 2018-08-03
- Data updated: 2026-07-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/blackdiamond-wm/id1418643236/reviews.md

## What is BlackDiamond WM?

This Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor.

## Key features

- View account information
- Check balances
- Access planning tools
- Contact advisor


## Frequently asked questions about BlackDiamond WM

### What is BlackDiamond WM?

BlackDiamond WM is a mobile application designed for viewing account information, balances, and planning tools. It also facilitates easy contact with your financial advisor.

### Is BlackDiamond WM free to use?

Yes, BlackDiamond WM is available for free. There are no charges to download or use the core features of the application.

### What devices support BlackDiamond WM?

BlackDiamond WM is compatible with iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.

### How secure is BlackDiamond WM?

While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. Users should always practice good digital hygiene.

### What kind of financial information can I see in BlackDiamond WM?

You can view your account information and balances within BlackDiamond WM. The app also provides access to planning tools for your financial management.

### How often is BlackDiamond WM updated?

The latest version is 5.22.1, and the app was last updated on February 5, 2026. This indicates a history of regular updates to maintain functionality and security.

### What is the age rating for BlackDiamond WM?

BlackDiamond WM has an age rating of 4+. This suggests it is suitable for a wide range of users, including younger individuals managing finances under supervision.

### Can I connect BlackDiamond WM to multiple financial institutions?

The provided information focuses on viewing account information and contacting an advisor. It does not specify whether the app supports linking to multiple external financial institutions.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-18

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.22.1 — 2026-02-05

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-11

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

## Apps similar to BlackDiamond WM

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [MyRepChat](https://appshunter.io/ios/app/myrepchat/id1242548974) | 2.8 (45) | Free | Finance |
| [Schwab Advisor Center® Mobile](https://appshunter.io/ios/app/schwab-advisor-center-mobile/id534260637) | 2.3 (37) | Free | Finance |
| [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,135) | Free | Finance |
| [MyCincinnati®](https://appshunter.io/ios/app/mycincinnati/id521276046) | 4.7 (3,991) | Free | Finance |
| [Wealthscape Investor℠](https://appshunter.io/ios/app/wealthscape-investor/id1250464115) | 4.7 (18,766) | Free | Finance |
| [Black Diamond Wealth Platform](https://appshunter.io/ios/app/black-diamond-wealth-platform/id1326892984) | 3.7 (95) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-21.*