Free
About
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.
What's New in 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
More
