Curated apps similar to Legacy Trust Family Wealth, ranked by relevance and user ratings.
Transfer funds, make payments, find branches
Family Trust FCU
Finance
Access account balances and transaction history. Transfer funds between accounts and external institutions. Make loan payments and locate branches or surcharge-free ATMs. Deposit checks via photo. Log in using online credentials.
Legacy Bank and Trust
Finance
Start banking wherever you are with Legacy Bank and Trust Company Mobile Banking app.
Legacy Bank
Finance
Get constant money management with easy account access using Legacy Bank for iPhone® and iPad®. Features include: * Up-to-date account balance information * Transaction history & details * Mobile check deposit * Transfer funds between internal & external accounts * Pay-a-Person * Make loan & bill...
Legacy Bank (VA)
FinanceLegacy Bank Mobile Banking can help you manage your money anytime, anywhere from your phone.
Manage accounts, send payments, track transfers
Legacy Community Federal Credit Union
FinanceView balances and export statements for all accounts. Make transfers and pay bills directly. Deposit checks via photo. Access joint accounts and track financial relationships. Apply for new accounts or locate branches and ATMs.
View financial data and manage budgets
True Wealth Design, LLC
FinanceView financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.
Dakota Wealth Management, LLC
FinanceThis 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...
Rhame & Gorrell Wealth Management, LLC
FinanceThis 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...
View finances, chat with advisor, track expenses,
Tamarac Inc.
FinanceView financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .
LEGACY WEALTH LLC
FinanceThe Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Legacy Wealth client
View portfolio, generate reports, store documents
Hohimer Wealth Management LLC
FinanceView financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.
Midwest Financial Partner
FinanceThis 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...
Vestor Capital, LLC
FinanceThis 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...
EMPIRICAL WEALTH MANAGEMENT, LLC
FinanceThis 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...
FREESTONE CAPITAL MANAGEMENT LLC
FinanceThis 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...
JOHNSON FINANCIAL GROUP LLC
FinanceThis 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...
Track expenses, view reports, manage investments, secure
DecisionPoint Financial, LLC
FinanceView data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.
View financial data and manage budgets
Wealth Architects, LLC
FinanceView financial overview through an interactive dashboard. Generate dynamic reports with current investment data. Store and share documents securely with a vault. Manage budgets and track spending.
Track expenses, budget, and secure documents
Team Hewins, LLC
FinanceView financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.
Sontag Advisory LLC
FinanceThis 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...
App information from Apple App Store. Legacy Trust Family Wealth and related trademarks belong to Legacy Trust Company.