Client Logins
Wealth Platform
Black Diamond Wealth Platform
Black Diamond allows our clients to conveniently access their accounts on both phone and PC, providing a comprehensive view of performance over various periods and a summary of all activities. You can track our communications on a timeline and securely share documents using the platform’s vault feature.
Financial Planning
rightcapital
RightCapital offers our clients a comprehensive and user-friendly financial planning platform, providing real-time updates and interactive tools to model different scenarios and track progress toward financial goals. The platform ensures secure document storage and seamless collaboration with your financial advisor. With mobile access and integrated tax planning features, RightCapital helps optimize financial strategies and maintain control of your finances anytime, anywhere.
Custodian Access
WEALTHSCAPE INVESTOR - FIDELITY INSTITUTIONAL
Wealthscape Investor is used by clearing in custody clients of Fidelity Institutional. You may self-register for access using your active National Financial Services LLC (NFS) brokerage account number to register.
CHARLES SCHWAB
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries.
