Purely Wills 4+

Start Software

Designed for iPad

    • Free

Screenshots

Description

The Legacy Portal app helps you keep track of your assets and their value.

Record details of properties, pensions, investments, bank accounts, insurance policies etc, to maintain your asset portfolio. Categorise your assets, describe them, record account details, assign values and define the ownership—all within the secure Legacy Portal app.

Once you have recorded your assets, it’s easy to update the values and see the total of your overall portfolio. You can keep a history of the updates too.

If you choose, you can share your asset data securely with your partner, your family and trusted advisors. This makes light work of listing your assets so that a financial advisor or will writer, for example, can help with recommendations and guidance.

Legacy Portal —easy, safe & secure.

App Privacy

The developer, Start Software, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

More By This Developer

Alpha Tracker Mobile
Productivity
Alpha Draw
Productivity
EinsteinPortal
Finance
Alfi by Alpha Legal
Finance
Tandem Estate Planning
Finance
CTT Private Client
Finance

You Might Also Like

Legacy Portal
Finance
Savings Tracker ®
Finance
FLIP by Geojit
Finance
Min Pension
Finance
TSB Business Mobile
Finance
DropsTab Crypto Market Tracker
Finance