P & C Consulting
Finance
Free · Designed for iPad
Record details of your assets be they properties, investments, bank accounts, insurance policies, pensions etc. Categorise your assets and any associated liabilities and assign ownership information all within the secure Legacy Portfolio app.
Once recorded it is easy to update the information and if you choose, it is simple to share your data securely with others and your trusted advisor. This makes light work of listing your assets so your Estate Planner can help with recommendations and guidance.
Legacy Portal- easy, safe and secure.
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Orientation fix
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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- START TECHNOLOGY SOFTWARE LIMITED
- Size
- 26.8 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- © Start Software