About C.H. Dean Client Portal
Welcome to the C.H. Dean Client Portal, powered by Black Diamond Wealth Platform. In this app clients may view their portfolio accounts and balances, access quarterly statements and other documents, and contact their...
Welcome to the C.H. Dean Client Portal, powered by Black Diamond Wealth Platform. In this app clients may view their portfolio accounts and balances, access quarterly statements and other documents, and contact their investment management team through the secure dashboard. Clients may sign in using the same username and password they set up for the portal through the C.H. Dean website https://www.chdean.com. This app allows for easy, on-the-go, online access to your C.H. Dean portfolio.
Apr 22, 2024
Version 1.78
* 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
Previous Versions
Here you can find the changelog of C.H. Dean Client Portal since it was posted on our website on 2023-07-05 14:43:03.
The latest version is 1.78 and it was updated on 2024-04-27 12:42:23. See below the changes in each version.
C.H. Dean Client Portal version 1.78
Updated At: 2024-04-22
Changes: Apr 22, 2024
Version 1.78
* 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
C.H. Dean Client Portal version 1.77
Updated At: 2024-03-10
Changes: Mar 10, 2024
Version 1.77
* 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
C.H. Dean Client Portal version 1.76
Updated At: 2024-01-20
Changes: Jan 20, 2024
Version 1.76
* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes
C.H. Dean Client Portal version 1.75
Updated At: 2023-12-12
Changes: Dec 12, 2023
Version 1.75
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard
C.H. Dean Client Portal version 1.74
Updated At: 2023-10-28
Changes: Oct 28, 2023
Version 1.74
* 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.
C.H. Dean Client Portal version 1.73
Updated At: 2023-09-17
Changes: Sep 17, 2023
Version 1.73
* 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
C.H. Dean Client Portal version 1.71
Updated At: 2023-07-29
Changes: Jul 29, 2023
Version 1.71
* 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
C.H. Dean Client Portal version 1.69
Updated At: 2023-06-11
Changes: Jun 11, 2023
Version 1.69
* Improved Performance Card to be able to support Additional Benchmark functionality.
* Enhanced loggings to be able to provide additional support for our mobile users.
* Bug Fixes
Disclaimer
Official App Store Link
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