The Legacy Wealth App provides users with a comprehensive view of their financial picture and enables direct interaction with their advisor team. It is designed for clients seeking to manage their wealth and stay updated on their financial status via Android devices.
In the Investing & portfolios space, The Legacy Wealth App takes a focused approach. It allows users to quickly view their financial status and communicate with their financial advisor team from a mobile device. It is built as a consumer product for wealth management clients. The Legacy Wealth App costs nothing to use. The Legacy Wealth App is available on the web and Android.
Legacy Wealth Developer builds and maintains The Legacy Wealth App. Key capabilities include financial overview, advisor communication, and portfolio tracking.
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