The Paradigm Wealth Management mobile application is a one stop shop for clients to easily view their current financial picture
Paradigm Wealth Management
What is it about?
The Paradigm Wealth Management mobile application is a one stop shop for clients to easily view their current financial picture. Clients can view account balances, holdings, performance, and recent activity. They are able interact with their advisor team and easily and securely send and receive files. Clients will be able to link all of their assets, not only those at Paradigm, together to get a true holistic view of their current finances. o Requirements: You need to be a Paradigm Wealth Management Client and Black Diamond User that has been authorized for the Phone Application. If you have any questions, please contact your Paradigm Wealth Management Advisor.
App Store Description
The Paradigm Wealth Management mobile application is a one stop shop for clients to easily view their current financial picture. Clients can view account balances, holdings, performance, and recent activity. They are able interact with their advisor team and easily and securely send and receive files. Clients will be able to link all of their assets, not only those at Paradigm, together to get a true holistic view of their current finances. o Requirements: You need to be a Paradigm Wealth Management Client and Black Diamond User that has been authorized for the Phone Application. If you have any questions, please contact your Paradigm Wealth Management Advisor.
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