Best Finance App
Makes talking to my advisor super easy and quick. Best way to manage your money!! Thank you Legacy
Free
About
This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.
✓View financial newsfeed
✓Attend Zoom calls with advisor
✓Access eMoney client portal
✓View performance reports
✓Direct messaging with advisor
✓Access market insights
✓Invite family to learn
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What's New in Legacy Financial Advisors
1.1.3
July 15, 2026
We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app.
User reviews
FAQ
Is Legacy Financial Advisors free to use?
Yes, Legacy Financial Advisors is available for free. It is exclusively for existing clients of Legacy Financial Advisors.
What devices does Legacy Financial Advisors support?
Legacy Financial Advisors is available on iPhone and iPad. It is designed for iOS devices.
How often is Legacy Financial Advisors updated?
The latest version is 1.1.2, last updated on April 30, 2026. Specific update frequency is not detailed, but it has received updates since its release on January 5, 2023.
What security measures are in place for Legacy Financial Advisors?
As a client portal for financial information, it is designed with security in mind. Direct communication and access to sensitive data are facilitated through the app.
Can I view my investment performance on Legacy Financial Advisors?
Yes, clients can view their Black Diamond performance reporting directly within the app.
How can I communicate with my financial advisor using Legacy Financial Advisors?
You can communicate directly with your Financial Advisor via direct messages (DMs) within the app, and also attend scheduled Zoom calls.
What age rating does Legacy Financial Advisors have?
Legacy Financial Advisors has an age rating of 4+, making it suitable for a wide range of users.
Does Legacy Financial Advisors have ads?
No, Legacy Financial Advisors does not contain advertisements. It is a dedicated client portal.
