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Screenshots

  • Legacy Financial screenshot 1
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  • Legacy Financial screenshot 3
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  • Legacy Financial screenshot 6

About Legacy Financial

The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients.

The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.

Legacy Financial Advisors Features for Clients:
View Legacy's newsfeed
Attend scheduled Zoom calls with your Financial Advisor
View your eMoney client portal
View your Black Diamond performance reporting
Communicate directly with your Financial Advisor via DMs
Access market insights provided by your Financial Advisor
Invite your kids and grandkids to learn from professionals that you trust

Please Note: Legacy Financial Advisors is available only to clients. If you are a client, please reach out to your Financial Advisor for your account information.

What’s new

Version 0.1.9 · Updated September 16, 2026

We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app.

Alternatives to Legacy Financial

Looking for apps like Legacy Financial? Here are 6 similar Android apps on Google Play. The highest rated is Element Mortgage (4.6/5), and 5 of the 6 are free to download.

Legacy Financial vs. alternatives
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EFE 4.3 / 5 Free 10,000+ Sep 30, 2026 Compare
Element Mortgage 4.6 / 5 Free 1,000+ Oct 7, 2026 Compare

Compare Legacy Financial with the top alternatives: ratings, updates, ASO score and keyword gaps →

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