Best Legacy Trust Family Wealth Apps

5.0(2 ratings)

Free

Manage your complete financial picture with an intuitive dashboard, interactive reports, and a secure document vault. This app offers budgeting tools and a clear overview of your investments, all in a user-friendly mobile interface.

Legacy TotalWealth by Legacy Trust Company (Texas)

Strong Contender

0.0(0 ratings)

Free

Legacy Trust by Legacy Trust

Worth Considering

Greenleaf Trust Retirement

0.0(0 ratings)

Free

More Legacy Trust Family Wealth apps to explore

Retirement Account Access

Retirement account accessWealth managementTrust administration

Access and manage your retirement accounts with this financial tool. It provides specialized services for wealth management, trust administration, and retirement plan administration, focusing on long-term wealth preservation.

by CROWNMARK WEALTH ADVISORS, LLC

by COUNTRYWIDE TAX & TRUST CORPORATION LIMITED

Tri-Star Trust Wealth Access

by Tri-Star Trust Bank

Trust Company of Vermont

The Legacy Wealth App

by LEGACY WEALTH LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio data through a streamlined and intuitive mobile interface. Designed exclusively for clients of Legacy Wealth, this app provides a clear overview of your financial information.

Trust Point Wealth Management

(10)

free

Unit Trust Corporation

by Trinidad & Tobago Unit Trust Corporation

Access accountsManage investmentsView financial services

Manage your investments and access financial services conveniently. This portal allows you to view your accounts and stay informed about the latest updates, all within a single application.

Glenview Trust Wealth Access

(1)

free

by The Glenview Trust Company

Evercore Wealth and Trust

by Evercore Wealth Management, LLC

Chevy Chase Trust WealthAccess

by Chevy Chase Trust

View all accountsReal-time portfolio holdingsAccount activity tracking

Access your financial accounts, view real-time portfolio holdings, and check account activity from anywhere. This app allows you to view statements and easily contact your advisor on the go.

Streamline Your Legacy

Intuitive signup processGuardian/child profile creationGuided will creation

This app guides users through legacy planning, including creating wills, managing assets, and setting up family trees. It offers step-by-step instructions and access to legal professionals for comprehensive estate management.

📊 Productivity

(4)

free with in-app purchases

Legacy Private Wealth Partners

by Legacy Private Wealth Partners, LLC

Integrity Wealth Advisors

by Integrity Trust Company, LLC

FineMark Trust Mobile App

by FineMark National Bank & Trust

by The Washington Trust Company of Westerly

Portfolio data accessSimple interfaceElegant design

Access your portfolio data through a streamlined interface. This application is designed exclusively for approved Washington Trust Wealth Management clients. Contact your client service team to request access.