Heri Fi
Track your financial wellness
Free · Designed for iPad. Not verified for macOS.
Welcome to Heri Financial, a comprehensive application designed to guide your financial wellness journey through actionable insights and coordinated insurance protection.
Heri allows you to organize your financial life, securely store essential legal directives, and communicate seamlessly with your dedicated advisor.
Key Features:
Financial Planning & Tracking
• Budget Tracker: Monitor income and expenses with customizable categories and real-time visual charts.
• Debt Planner: Organize balances and strategize your debt repayment timeline.
• Emergency Funds: Set target goals for your cash reserves and track your savings progress.
Insurance & Protection
• Policy Dashboard: Consolidate your insurance policies in one place. Track premium amounts, renewal dates, and beneficiary percentage splits.
• Coverage Analyzer: Identify potential gaps in your protection strategy based on your life stage and personal financial goals.
Secure Document Vault
• Private Storage: Safely upload and store your most critical legal documents, including your Final Will, Health Care Directives, and Power of Attorney.
• Security: You retain full ownership, and documents are kept entirely private for when you need them most.
Direct Advisor Access
• Secure Messaging: Communicate directly with your personal advisor to ask questions and receive tailored guidance.
• Booking System: Schedule consultations, follow-ups, and annual reviews.
• Smart Notifications: Receive automated alerts for impending renewals, schedule updates, and important financial action items.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- Ability to edit and delete debt repayment entries
- Mortgage calculation enhancements
- UI Tweaks
The developer, OneGryd, 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 Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- OneGryd Services Limited
- Size
- 23 MB
- Category
- Finance
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
16+
- 16+
- Contains
Unrestricted Web Access
Messaging and Chat
- Copyright
- © OneGryd Services Limited