Legacy Wealth App through Black Diamond

Features of The New Legacy Wealth App through Black Diamond:

  • A personalized home page, customizable to your preferences.
  • Summarized and detailed reporting on all aspects of your holdings.
  • The ability to link outside accounts to simplify your wealth management.
  • Secure data synchronization with technology solutions for planning.
  • A secure vault to organize important documents for safekeeping.
  • Share file capabilities with our firm for confidential information
  • Direct access to our team directly through your new site
  • Secure mobile access through The Legacy Wealth App

** Please note: The Legacy Wealth App link will direct you to another website powered by Black Diamond and you will be leaving this Legacy Wealth website. You will be viewing material and information provided herein that we believe to be reliable, however, Legacy Wealth makes no representation as to its accuracy or completeness and it should not be relied upon as such.

eMoney Advisor

eMoney provides you with a personalized website that allows you to link your bank, investment, and insurance accounts to help gain a comprehensive view of your current finances. It also has an online Vault for the safe storage of your important financial documents including tax returns, legal documents and more.

Unique Features

  • Awards Manager – Track your frequent flyer miles, hotel rewards, credit card points for the entire family, and get alerted before expirations.
  • Reports – Up-to-date and informative reports for Cash Flow, Retirement, Investments, and more.
  • Research – Valuable and up-to-date investment research with the click of a button.
  • Mobile Access – Anytime, anywhere access on your smart phone.
  • Balance History – Track the balance history for all your accounts or an individual account.