Shareworks vs Secfi Wealth

Use Shareworks and stay connected to your equity plan, wherever you go. View your portfolio, upcoming events and complete transaction history. Sell or transfer shares and exercise options. You'll need a Shareworks account to use the app. WATCH IT GROW: • Manage and forecast your portfolio • Track important events, both past and future • View employee stock purchase plan holdings TRANSACT: • Sell or transfer shares • Exercise options • Take action when restricted stock awards vest • View your transaction history SAFE AND SECURE: • Sign in securely via Face ID or Touch ID • All communication is encrypted • No financial data is stored on the device

Secfi's Wealth Management app is designed to empower clients by providing a streamlined, comprehensive view of their financial picture anytime, anywhere. With this app, you can easily track your progress toward financial goals, monitor assets, and maintain a direct line of communication with your dedicated advisor. Our secure platform offers a dynamic dashboard that consolidates your financial information, making it easy to view key insights at a glance. Gain real-time access to your investment performance, account balances, cash flow, and progress against personalized financial milestones. Requirements: You need to be a Secfi Wealth Client with a Black Diamond user login create to use this app. If you haven’t received an email to set up your Black Diamond login contact your advisor directly.