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Transcend Capital Advisors LLC icon
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1 of 1 storefronts
Content in en-US
2 Ratings
5.0
★★★★★
Age Rating
4+
Years
Language
EN
Size
146
MB

Information

Apple ID1453692676
Bundle IDcom.BDMobile.F2084C
SellerSeller
Min iOS12.4
Min macOS11.0
Device familiesiphone, ipad, ipod
Released2019-02-24
Copyright© Black Diamond Wealth Platform
Privacy policyLink ↗

Preview 2 platforms

iPhone 3 images

iPhone screenshot
iPhone screenshot
iPhone screenshot

iPad 3 images

iPad screenshot
iPad screenshot
iPad screenshot

What’s New Version 1.96

• Login Security Enhancements • Performance Improvements • Bug Fixes

Description

Transcend Capital Advisors LLC is a registered Investment Advisor created to provide wealth management clients with a better and more comprehensive solution. Access our client portal here to view your accounts, portfolio breakdown and performance, and vault, your secure online document storage site for personal financial documents, performance reports, and account statements. For more information, please visit our website at www.transcendwealthcollective.com.

Accessibility

ipadiphonemacrealityDevicetvoswatch

Version history 25 versions

Build 886795226v1.962026-06-13 16:49:20
• Login Security Enhancements • Performance Improvements • Bug Fixes
Build 885093163v1.952026-05-04 19:45:08
• User login enhancements • Performance Enhancements • Bug Fixes
Build 882995220v1.942026-03-07 17:41:56
• User login enhancements • Performance Enhancements • Bug Fixes
Build 881506239v1.932026-01-17 07:00:39
• Updated vault experience • Performance Enhancements • Bug Fixes
Build 880876116v1.92.12025-12-22 21:03:37
• Vault Enhancements • Notification Linking Optimization • Performance Enhancements • Bug Fixes
Build 880532114v1.922025-12-13 17:41:53
• Vault Enhancements • Notification Linking Optimization • Performance Enhancements • Bug Fixes
Build 879536171v1.912025-11-08 14:47:24
* Optimized login screen messaging * Updated vault experience * Performance enhancements * Bug fixes
Build 878050926v1.90.12025-09-13 19:20:53
* Planning Enhancements * Added Support for New Widgets * Performance Improvements * Bug Fixes
Build 876655777v1.892025-07-26 16:12:03
* Updated Planning Navigation * Added Authenticator App option for MFA * Performance Improvements * Bug Fixes
Build 875303687v1.882025-06-07 22:16:49
* Supportability and sustainability improvements * Bug Fixes
Build 874262583v1.872025-04-29 01:47:45
* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications * Supportability and sustainability improvements
Build 873013127v1.862025-03-08 13:52:37
* New home landing page for the Mobile Advisor experience * New customizable client user home landing page * Supportability and sustainability improvements
Build 871785719v1.852025-01-18 23:37:13
* Core Improvements and Feature Polishing * Optimized Functionality and Reliability * Stability and Performance Improvements
Build 870906127v1.842024-12-21 17:29:39
* Enhanced the Vault Statement user experience to provide easier paths. * Custodial statements are now consolidated for easy viewing in the new Vault Statements section. * Supportability and Sustainability enhancements.
Build 869576116v1.832024-10-12 17:31:01
* New Mobile Advisor push notifications * Enhanced in app alert messaging * Bug Fixes
Build 868794801v1.822024-09-10 15:34:53
* Optimized the Planning Space for better performance and faster speeds. * Refined the login screen to create a smoother user experience. * Added support for Principal and Income in the Transaction Card feature.
Build 868217892v1.812024-08-15 16:03:22
* Investors will now have the ability to view their Insurance information from their mobile experience * Stability and performance improvements
Build 866510286v1.802024-06-08 21:53:20
* Todo functionality will now be a part of the Mobile Advisor experience * Updated privacy policy visibility * Enhanced performance and stability
Build 865281371v1.782024-04-25 18:00:04
* Improved the activity summary chart located in the account details * Updated Allocation Dashboard logic for a consistent experience * Enhanced the Dashboard: Gain/Loss performance and stability
Build 864094865v1.772024-03-08 11:01:25
* Updating advisor login interface featuring an improved navigation menu * Improving advisor communication through the introduction of Timeline and Vault functionalities * Enhancing advisor navigation for seamless transitions between various clients
Build 863018460v1.762024-01-20 23:54:19
* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes
Build 862056564v1.752023-12-09 06:20:30
* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard
Build 861010236v1.742023-10-28 07:05:12
* RightCapital financial planning integration available for the mobile app. * Innotrust statement integration now supported within the client’s vault. * Improved performance and stability within the Dashboard section of the app.
Build 859937667v1.732023-09-25 15:52:19
* Added the ability to easily clear all of your notifications * Reworked the Account Details page to highlight important information about the account * Improved performance within the Dashboard and Balance Sheet sections of the app * Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins
Build 858813442v1.712023-07-29 23:18:00
* Updated notification bell to provide an easier experience * Improved loading screen to provide better clarity * Enhanced mobile web to better support teams * Dashboard and subsequent cards now supports improve as of date logic

No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.

Availability 1 of 1 storefronts

RegionLanguagePriceRatingsAvgVersion
US en-USFree25.01.96

Change log 28 changes · US

releaseNotes updated
• Login Security Enhancements • Performance Improvements • Bug Fixes
description updated
Transcend Capital Advisors LLC is a registered Investment Advisor created to provide wealth management clients with a better and more comprehensive solution. Ac
name updated
Transcend Capital Advisors LLC
Version 1.96 released
• Login Security Enhancements • Performance Improvements • Bug Fixes
Version 1.95 released
• User login enhancements • Performance Enhancements • Bug Fixes
Version 1.94 released
• User login enhancements • Performance Enhancements • Bug Fixes
Version 1.93 released
• Updated vault experience • Performance Enhancements • Bug Fixes
Version 1.92.1 released
• Vault Enhancements • Notification Linking Optimization • Performance Enhancements • Bug Fixes
Version 1.92 released
• Vault Enhancements • Notification Linking Optimization • Performance Enhancements • Bug Fixes
Version 1.91 released
* Optimized login screen messaging * Updated vault experience * Performance enhancements * Bug fixes
Version 1.90.1 released
* Planning Enhancements * Added Support for New Widgets * Performance Improvements * Bug Fixes
Version 1.89 released
* Updated Planning Navigation * Added Authenticator App option for MFA * Performance Improvements * Bug Fixes
Version 1.88 released
* Supportability and sustainability improvements * Bug Fixes
Version 1.87 released
* Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications * Supportability and sustainability improvements
Version 1.86 released
* New home landing page for the Mobile Advisor experience * New customizable client user home landing page * Supportability and sustainability improvements
Version 1.85 released
* Core Improvements and Feature Polishing * Optimized Functionality and Reliability * Stability and Performance Improvements
Version 1.84 released
* Enhanced the Vault Statement user experience to provide easier paths. * Custodial statements are now consolidated for easy viewing in the new Vault Statements section. * Supportability and Sustainability enhancements.
Version 1.83 released
* New Mobile Advisor push notifications * Enhanced in app alert messaging * Bug Fixes
Version 1.82 released
* Optimized the Planning Space for better performance and faster speeds. * Refined the login screen to create a smoother user experience. * Added support for Principal and Income in the Transaction Card feature.
Version 1.81 released
* Investors will now have the ability to view their Insurance information from their mobile experience * Stability and performance improvements
Version 1.80 released
* Todo functionality will now be a part of the Mobile Advisor experience * Updated privacy policy visibility * Enhanced performance and stability
Version 1.78 released
* Improved the activity summary chart located in the account details * Updated Allocation Dashboard logic for a consistent experience * Enhanced the Dashboard: Gain/Loss performance and stability
Version 1.77 released
* Updating advisor login interface featuring an improved navigation menu * Improving advisor communication through the introduction of Timeline and Vault functionalities * Enhancing advisor navigation for seamless transitions between variou
Version 1.76 released
* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes
Version 1.75 released
* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard
Version 1.74 released
* RightCapital financial planning integration available for the mobile app. * Innotrust statement integration now supported within the client’s vault. * Improved performance and stability within the Dashboard section of the app.
Version 1.73 released
* Added the ability to easily clear all of your notifications * Reworked the Account Details page to highlight important information about the account * Improved performance within the Dashboard and Balance Sheet sections of the app * Re-ad
Version 1.71 released
* Updated notification bell to provide an easier experience * Improved loading screen to provide better clarity * Enhanced mobile web to better support teams * Dashboard and subsequent cards now supports improve as of date logic
expanded screenshot