Free
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About
The Ferguson Wellman investment portfolio application enables you to access your financial portfolio in a simple, refined interface powered by Black Diamond. The Ferguson Wellman team designs and manages customized investment portfolios for clients’ IRAs, trusts, foundations, endowments, corporate retirement and pension plans. The firm has two divisions: West Bearing Investments for clients with assets starting at $1 million and its private family office, Octavia Group.
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What's New in Ferguson Wellman
1.99
October 31, 2026
• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements
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