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Paradigm Wealth Management app for iPhone and iPad


4.8 ( 4608 ratings )
Finance
Developer: PARADIGM WEALTH MANAGEMENT LLC
Free
Current version: 1.80, last update: 6 months ago
First release : 21 Dec 2023
App size: 118.11 Mb

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.