Black Diamond Wealth Platform

I have spent hours with my financial advisor and his team trying to get this app to work and it has left me nothing but frustrated. Third party accounts are difficult to add (after multiple hour long conference calls) and once they were finally added, several stopped updating without notice. My financial advisor’s office and I have been trying to get the accounts to update for days and still can’t get Black Diamond to work. I’ve asked my advisor to find another product for his clients

The biometric sign in is constantly dropped and one has to accept it over and over with no resolution. Does not update the values of the account in the portfolio in a timely fashion: it takes more than a day. It is a very basic way to see what is happening to the money. I find it almost useless: is just a picture of how much money and of the return two days ago I need a more responsive and accurate app

This app does fairly well but there isn’t a way that I can see to view a combination of accounts. It is either all or one account. When selecting a date, it only has options up to 12 months. Would like to see 2,3,5,10 years and All Time. No way to enter a custom date other than swiping month by month. Lastly when I select a custom date it resets as I go to different pages.