# Legacy Trust Family Wealth > Financial dashboard, document vault, reports, and budgeting tools in a secure app. (iPhone/iPad app by Legacy Trust Company.) - Source: https://appshunter.io/ios/app/legacy-trust-family-wealth/id1108569294 (this page in markdown: same URL + `.md`) - Developer: [Legacy Trust Company](https://appshunter.io/developer/1412191361) - Category: Finance - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 17+ - Requires: iOS 10.0 · 66 MB - Released: 2016-12-14 - Data updated: 2026-06-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/legacy-trust-family-wealth/id1108569294/reviews.md ## What is Legacy Trust Family Wealth? 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 viewing files from your financial advisor. • And more! ## Key features - Interactive financial dashboard - Dynamic investment reports - Secure document vault - Budgeting tools - Complete financial overview ## Frequently asked questions about Legacy Trust Family Wealth ### What is Legacy Trust Family Wealth? Legacy Trust Family Wealth is a free mobile application designed to provide users with an intuitive financial dashboard, interactive reports, a secure document vault, and budgeting tools to manage their complete financial picture. ### Is Legacy Trust Family Wealth secure? Yes, the app emphasizes security, offering a secure and easy-to-use mobile interface for managing sensitive financial information and securely viewing files from your financial advisor. ### What devices support Legacy Trust Family Wealth? Legacy Trust Family Wealth is available on iPhone, iPad, and iPod devices, offering a seamless experience across Apple's mobile ecosystem. ### How often is Legacy Trust Family Wealth updated? The app was last updated on March 15, 2024, with version 2.0.1201337, indicating regular maintenance and potential feature enhancements. ### What is the user sentiment for Legacy Trust Family Wealth? Based on the provided data, the app has a perfect 5.0-star rating from 2 reviews, suggesting a highly positive initial user reception. ### What financial institutions does Legacy Trust Family Wealth support? The provided description does not specify which financial institutions are supported. Users may need to contact the developer directly for a comprehensive list. ### Can I track my investments with Legacy Trust Family Wealth? Yes, the app features dynamic reports that provide current investment information, allowing users to monitor their portfolio's performance. ### Does Legacy Trust Family Wealth have ads? No, Legacy Trust Family Wealth is free and does not contain advertisements, providing an uninterrupted user experience. ## Version history (last 5 releases) ### 2.0.1201337 — 2024-03-15 Updated features and removed bugs. ### 2.0.1031622 — 2022-11-14 See your complete financial picture and interact with your financial advisor. ### 2.0.436846 — 2019-05-20 Bug fixes and stability improvements. •Updated screenshots ### 2.0 — 2018-02-23 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. ## Apps similar to Legacy Trust Family Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [CapAdv](https://appshunter.io/ios/app/capadv/id1530597860) | 5.0 (5) | Free | Finance | | [Banco Río Token](https://appshunter.io/ios/app/banco-rio-token/id1526318960) | — | Free | Finance | | [Private Client Services](https://appshunter.io/ios/app/private-client-services/id1528067380) | 4.4 (10) | Free | Finance | | [Azucko](https://appshunter.io/ios/app/azucko/id1529876100) | — | Free | Finance | | [에이프로빗(APROBIT)](https://appshunter.io/ios/app/aprobit/id1524604860) | — | Free | Finance | | [Espresso: Stocks, F&O, Demat](https://appshunter.io/ios/app/espresso-stocks-f-and-o-demat/id1532602780) | 3.8 (8) | Free | Finance | --- *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 2026-06-01.*