Legacy Financial Advisors 1.0.17

Legacy Financial ❘ Freeware ❘
iOS
out of 3 votes

The Legacy Financial Advisors app serves as an exclusive mobile client portal designed for clients of Legacy Financial Advisors, facilitating streamlined access to essential financial information and resources.

Key Features of the Legacy Financial Advisors App:

Access to the latest updates through Legacy's newsfeed
Participation in scheduled Zoom consultations with your Financial Advisor
Integration with your eMoney client portal for a comprehensive view of your accounts
Detailed performance reporting available via Black Diamond
Direct messaging capabilities for seamless communication with your Financial Advisor
Market insights shared by your Financial Advisor to inform investment decisions
An opportunity for clients to invite children and grandchildren to engage in learning experiences with trusted professionals

Please note that the Legacy Financial Advisors app is exclusively available to clients. Clients should contact their Financial Advisor directly for account access information.

Overview

Legacy Financial Advisors is a Freeware software in the category Business developed by Legacy Financial.

The latest version of Legacy Financial Advisors is 1.0.17, released on 01/14/2025. It was initially added to our database on 01/14/2025.

Legacy Financial Advisors runs on the following operating systems: iOS.

Users of Legacy Financial Advisors gave it a rating of 5 out of 5 stars.

Screenshots (Click to view larger)

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Latest Version
1.0.17

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