Features 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.
Financial Tools
Manage your finances and track your expenses easily.
Secure & Private
Your data is protected with industry-leading security protocols.
Personalization
Customize the app to match your preferences and workflow.
See the R.M. Davis Client Portal in Action
Get the App Today
Available for Android 8.0 and above