# Heritage Financial Services

> Heritage Financial Services (iPhone/iPad app by Heritage Financial Services, LLC.)

- Source: https://appshunter.io/ios/app/heritage-financial-services/id1077047986 (this page in markdown: same URL + `.md`)
- Developer: [Heritage Financial Services, LLC](https://appshunter.io/developer/1404435047)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 10.0 · 51 MB
- Released: 2016-03-15
- Data updated: 2026-05-17
- User reviews in markdown: https://appshunter.io/ios/app/heritage-financial-services/id1077047986/reviews.md

## What is Heritage Financial Services?

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 sending and receiving files with your financial advisor.
•	And more!


## Version history (last 5 releases)

### 2.0.2160 — 2018-10-17

Bug fixes and stability improvements

### 2.0.1 — 2018-07-03

Bug fixes and performance improvements.
•Updated app name to comply with Apple’s new shorter name requirements
•Updated the app logo
•Updated screenshots

### 2.0 — 2018-02-27

See your complete financial picture and interact with your financial advisor

### 1.6 — 2017-04-27

To further protect your data, we have substantially improved security around the process for resetting passwords for access to the portal.  Now, when you reset your password, you will receive a secure link that expires 24 hours after the link is generated.

### 1.5.1 — 2016-12-16

Updated logo.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-17.*