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Screenshots

  • R.M. Davis Client Portal screenshot 1
  • R.M. Davis Client Portal screenshot 2
  • R.M. Davis Client Portal screenshot 3

About 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.

What’s new

Version 1.94 · Updated March 7, 2026

• User login enhancements • Performance Enhancements • Bug Fixes

App privacy

The developer, R.M. Davis, Inc., reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data: Product Interaction

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Identifiers: User ID

Used for: Analytics, App Functionality

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Diagnostics: Crash Data

Used for: App Functionality

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