Caroline Sandiford Ltd 4+

Start Software

專為 iPad 設計

    • 免費

螢幕截圖

描述

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.

最新功能

版本 1.0.1

Minor cosmetic changes

App 私隱

開發者表明Start Software的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策

不收集資料

開發者不會從此 App 收集任何資料。

私隱慣例或因使用的功能或年齡等因素而異。進一步了解

更多此開發者的出品

BB Wills
理財
Portcullis Legals
理財
Purely Wills
理財
Strategic Asset Protection
理財
Tandem Estate Planning
理財
EinsteinPortal
理財

你可能也喜歡

Legacy Portal
理財
Portadown Credit Union
理財
CGWM Investments
理財
HSBC Turkiye
理財
LINK Cash Locator
理財
Monument Bank
理財