Developer: | Start Software (33) | ||
Price: | Free | ||
Rankings: | 0 | ||
Reviews: | 0 Write a Review | ||
Lists: | 0 + 0 | ||
Points: | 0 + 0 ¡ | ||
App Store |
Description

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.
Screenshots



What's new
- Version: 0.0.2
- Updated:
Price
- Today: Free
- Minimum: Free
- Maximum: Free
Track prices
Developer
- Start Software
- Platforms: Android Apps (24) iOS Apps (9)
- Lists: 0 + 0
- Points: 1 + 0 ¡
- Rankings: 0
- Reviews: 0
- Discounts: 0
- Videos: 0
- RSS: Subscribe
Points
Not found ☹️
Rankings
Not found ☹️
Lists
Not found ☹️
Reviews
Be the first to review 🌟
Additional Information
«CTT Private Client» is a Finance app for iOS, developed by «Start Software». It was first released on and last updated on . This app is currently free to download. This app has not yet received any ratings or reviews on AppAgg. Available languages: English. AppAgg continuously tracks the price history, ratings, and user feedback for «CTT Private Client». Subscribe to this app or follow its RSS feed to get notified about future discounts or updates.
You may also like
-
- Private Client Services
- iOS Apps: Finance By: The Capital Group Companies Inc.
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 10 (4.4) Version: 3.0.5 Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app. It s easier than ever to check balances, review asset ... ⥯
-
- SMI Private Client
- iOS Apps: Finance By: SMI Advisory Services, LLC
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 1 (5.0) Version: 2.0.1155282 The SMI Private Client app allows our clients to check balances, view transactions, track performance, monitor financial plans, view statements and tax forms, and contact their advisor ⥯
-
- Investec Private Client
- iOS Apps: Finance By: Investec Ltd
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 32 (3.2) Version: 3.66.0 Effortless banking and investing at your fingertips Daily transactional banking made easy Make payments, add beneficiaries, transfer funds, check and redeem Investec Rewards point, buy ⥯
-
- Private Asset Management, Inc.
- iOS Apps: Finance By: Private Asset Management, Inc.
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 2.0.1082702 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 ... ⥯
-
- Private Ocean, LLC
- iOS Apps: Finance By: Private Ocean, LLC
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 2.0.1056204 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 ... ⥯
-
- Private Advisory
- iOS Apps: Finance By: Private Advisory Group LLC
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 5.17.0 Access your financial data, view a comprehensive dashboard of your finances, store documents securely, explore interactive reports, and communicate with your financial advisor all with ⥯
-
- Private Wealth Advisors
- iOS Apps: Finance By: Private Wealth Advisors
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 1 (5.0) Version: 5.14.0 This app allows you to view account information, balances and access your financial planning portal. ⥯
-
- FORVIS Private Client (BKDWA)
- iOS Apps: Finance By: Forvis Mazars Wealth Advisors LLC
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 2 (4.5) Version: 2.0.1217680 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 ... ⥯
-
- Client Alley - Investor Desk
- iOS Apps: Finance By: RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 2.0.4 The ClientAlley app, this app is provide more feasible features for show the user profile, this app is show that how to easily understand the investment status via app like user ... ⥯
-
- Client Access
- iOS Apps: Finance By: Raymond James Financial
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 139 (4.0) Version: 4.17.2 Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment ... ⥯
-
- Private Invest
- iOS Apps: Finance By: UniCredit
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 2.4.9 Private Invest is a wealth management application for UniCredit Private Banking clients. The app gives you the opportunity to follow your financial situation anytime, anywhere. Follow ... ⥯
-
- Client Loop: Tasks into Profit
- iOS Apps: Finance By: Latif YAVER
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 1.0 Client Loop: Tasks to Profit Your ultimate tool for managing clients and tasks! Designed for entrepreneurs, freelancers, beauty professionals, and anyone who works closely with ... ⥯
-
- Banco CTT
- iOS Apps: Finance By: Banco CTT, S.A.
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 5 (2.4) Version: 2.71.4 The app of Banco CTT allows you to access in a very simple and quick way to your everyday bank transactions. Consult your global position, check account balances and last movements, ... ⥯
-
- Jain Privy Client Desk
- iOS Apps: Finance By: Jain Privy Client Private Limited
- Free
- Lists: 0 + 0 Rankings: 0 Reviews: 0
- Points: 0 + 0 Version: 1.3 Jain Privy Client Desk help clients to track their family mutual funds, PMS and AIF investment details. After successful login, the Welcome screen displays the Dashboard where client ... ⥯