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Screenshots

  • Legacy Trust Family Wealth screenshot 1
  • Legacy Trust Family Wealth screenshot 2
  • Legacy Trust Family Wealth screenshot 3

About Legacy Trust Family Wealth

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely viewing files from your financial advisor. • And more!

What’s new

Version 2.0.1201337 · Updated March 15, 2024

Updated features and removed bugs.

App privacy

The developer, Legacy Trust Company, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to Legacy Trust Family Wealth

Looking for apps like Legacy Trust Family Wealth? Here are 6 similar apps on the App Store. The highest rated is Marmo Financial Group (5.0/5), and all 6 are free to download.

Legacy Trust Family Wealth vs. alternatives
App Rating Price Last updated
Legacy Trust Family Wealth 5.0 / 5 (2 ratings) Free March 15, 2024
Legacy Trust – Free Sep 9, 2026
North Berkeley Wealth – Free Mar 5, 2024
Marmo Financial Group 5.0 / 5 (3) Free Mar 11, 2024
Three Bearings FA – Free Nov 15, 2023
Breed's Hill Capital Portal – Free Oct 8, 2024
NavigateWealth 5.0 / 5 (1) Free Mar 30, 2026