You should use my.secfi.com for account setup and equity data and Black Diamond to connect your accounts, view balances & performance, quarterly reports and more. Altruist is the custodian formanagement of the assets we are handling.
We get it can be confusing. Here's a breakdown of these tools and their purposes:- my.secfi.com: This is the platform where you can complete the onboarding and account setup process. You can enter or add your equity data and access our Wealth Portal from here.
- Black Diamond: Black Diamond is our Wealth Portal tool. Here you can connect all your accounts, view accounts managed by Secfi (from altruist), your account performance, financial goals & plans, quarterly reports, uploaded documents, and more.
- Right Capital: Right Capital is the tool our financial advisors use for financial planning purposes. Advisors will use your financial data to create or update financial plans and scenarios, helping you make informed decisions about your financial future.
- Altruist: Altruist is our custodial provider, where an account or accounts will be set up for you to hold the assets we are managing. Any accounts connected to Altruist are used for transferring funds into or receiving funds from our management.
You should use my.secfi.com for account setup and equity data, once you've completed onboarding Black Diamond will be your primary place to go to look at an overview of your account & performance, your financial goals & plan, quarterly performance reports and more. Altruist is the custody and management of the assets we are handling, once your account has been set up you can see all your Altruist account information in Black Diamond. Each tool serves a specific purpose, and your advisor will guide you on when and how to use them effectively to meet your financial goals.