Heronsgate Capital

Your secure financial portal

Free · Designed for iPad

The Heronsgate client app provides our clients with a simple and convenient way to access their investment portfolios anytime, anywhere. The Heronsgate app will enable you to: - View current portfolio holdings and values, as well as the change in portfolio values over time - Access the document store to view and download advice reports, tax statements and valuations - View personal account information - Quickly and securely communicate with the Heronsgate team to send and receive sensitive information or documents To register you should use the same username and password that you use to access the web version of the Heronsgate online portal. If you do not have access to the web version of the portal, please get in touch with your usual contact at Heronsgate.

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Minor updates and fixes.

The developer, Heronsgate Capital LLP, 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 Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers
    • Usage Data

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

The developer has not yet indicated which accessibility features this app supports. Learn More

  • Provider
    • Heronsgate Capital LLP
  • Size
    • 34.6 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 10.0 or later.
    • iPhone
      Requires iOS 10.0 or later.
    • iPad
      Requires iPadOS 10.0 or later.
    • iPod touch
      Requires iOS 10.0 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
    4+
  • Copyright
    • © Heronsgate Capital LLP