Legacy Investor

Legacy Investor

Rating summary

Details about Legacy Investor

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages
  • February 28, 2021
  • October 3, 2024
  • 13.4+
  • 4+
  • 37.63MB
  • iPhone, iPad, iPod
  • American English

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Developer of Legacy Investor

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Version History of Legacy Investor

5.14.0

September 6, 2024

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

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5.9.0

April 10, 2024

- Bug fixes - User experience improvements - Added functionality to native Document Vault feature

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5.5.2

September 7, 2023

Bug fixes and performance enhancements.

5.4.0

February 9, 2023

Bug fixes and performance updates

5.2.18

June 24, 2022

Bug fixes and performance updates

5.2.7

August 26, 2021

-Added ability to filter in the Positions view -Fixed bug in which Performance was not hiding when disabled

5.2.1

May 14, 2021

-Performance screen, ability to compare your accounts versus benchmarks -Details for manual accounts (added via Orion Planning) -Bug fixes to biometric authentication -Changed some layouts to better handle large fonts -Fixes regarding the search function in the Transaction screen

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5.1.0

February 28, 2021

Price History of Legacy Investor

Description of Legacy Investor

Legacy Mobile give you the tools to manage your wealth and collaborate with your advisor. See your wealth plan, accounts, holdings, performance and more on the go.

Legacy Investor: FAQ

Is the Legacy Investor app compatible with iPads?

Yes, the Legacy Investor software is iPad-compatible.

Who built the Legacy Investor app?

The creator of Legacy Investor is Legacy Financial Advisors, LLC.

What is the minimum supported iOS version for Legacy Investor?

The Legacy Investor app currently supports iOS 13.4 or later.

What is the current app rating of Legacy Investor?

The Legacy Investor app has received no user ratings yet.

What is the main genre of the Legacy Investor app?

Finance Is The Primary Genre Of The Legacy Investor App.

What Legacy Investor application version is the current one?

5.14.0 is the most recent version of the Legacy Investor app.

When did the new Legacy Investor update happen?

The date of the last Legacy Investor update is October 3, 2024.

When did Legacy Investor first launch?

The Legacy Investor app was initially released on February 5, 2023.

What age rating does Legacy Investor have?

The Legacy Investor app is rated Legacy Financial Advisors, LLC: Contains no objectionable material.

Which languages does Legacy Investor support?

Legacy Investor currently features the following languages: American English.

Is Legacy Investor available in Apple Arcade's lineup?

No, Legacy Investor is not available on Apple Arcade.

Are there in-app purchases available in Legacy Investor?

No, Legacy Investor does not offer in-app purchases.

Is Legacy Investor tailored for Apple Vision Pro compatibility?

Unfortunately, Legacy Investor is not tailored for compatibility with Apple Vision Pro.

Are ads featured prominently in Legacy Investor?

No, ads are not featured prominently in Legacy Investor.

Screenshots of Legacy Investor

Legacy Investor screenshot #1 for iPhone
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Legacy Investor screenshot #4 for iPhone
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