Heronsgate Capital 4+

Your secure financial portal

Heronsgate Capital LLP

Designed for iPad

    • Free

Screenshots

Description

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.

What’s New

Version 1.1.2

Minor updates and fixes.

App Privacy

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 on, for example, the features you use or your age. Learn More

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