# R.M. Davis Client Portal

> Secure client portal for viewing wealth management portfolios and statements. (iPhone/iPad app by R.M. Davis, Inc..)

- Source: https://appshunter.io/ios/app/rm-davis-client-portal/id1570320533 (this page in markdown: same URL + `.md`)
- Developer: [R.M. Davis, Inc.](https://appshunter.io/developer/1570320535)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2021-06-12
- Data updated: 2026-07-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/rm-davis-client-portal/id1570320533/reviews.md

## What is R.M. Davis Client Portal?

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.

## Key features

- Secure client login
- Portfolio dashboard
- Account balances
- Quarterly statements
- Contact investment team


## Frequently asked questions about R.M. Davis Client Portal

### How do I log in to the R.M. Davis Client Portal?

You can log in to the R.M. Davis Client Portal using the same username and password you set up for the R.M. Davis website. This ensures a consistent and secure access experience across platforms.

### What financial information can I view in the R.M. Davis Client Portal?

The portal allows you to securely view your total portfolio through a dashboard, as well as detailed information on your individual accounts and their balances. You can also access quarterly R.M. Davis statements.

### Can I contact my investment management team through the R.M. Davis Client Portal?

Yes, the R.M. Davis Client Portal provides a direct way to contact your investment management team. This feature allows for convenient communication regarding your portfolio and financial planning.

### Is the R.M. Davis Client Portal secure?

Yes, the app is powered by the Black Diamond Wealth Platform, known for its security features. Clients log in with their established website credentials, ensuring a secure connection to their financial data.

### On which devices can I use the R.M. Davis Client Portal?

The R.M. Davis Client Portal is available for iPhone, iPad, and iPod devices. This ensures clients can access their financial information across various Apple mobile devices.

### How often is the R.M. Davis Client Portal updated?

The R.M. Davis Client Portal was last updated on March 7, 2026, with version 1.94. While specific update frequency isn't detailed, this indicates ongoing maintenance and development.

### Does the R.M. Davis Client Portal have ads?

No, the R.M. Davis Client Portal does not contain advertisements. As a free application, it focuses on providing a clean and uninterrupted user experience for managing your wealth.

### What is the age rating for the R.M. Davis Client Portal?

The R.M. Davis Client Portal has an age rating of 4+. This indicates it is suitable for users of all ages, with no content restrictions.

## Version history (last 5 releases)

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

### 1.92 — 2025-12-13

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

### 1.91 — 2025-11-08

* Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes

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*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 2026-07-05.*