Legacy Portal
Track assets and update their values
COUNTRYWIDE TAX & TRUST CORPORATION LIMITED
iPhone Screenshots
Description
Track and manage assets such as properties, pensions, and investments. Record details, assign values, and categorize assets. Update values regularly and view portfolio totals. Maintain a history of changes for reference.
The Legacy Portal app helps you keep track of your assets and their value.
Record details of properties, pensions, investments, bank accounts, insurance policies etc, to maintain your asset portfolio. Categorise your assets, describe them, record account details, assign values and define the ownership—all within the secure Legacy Portal app.
Once you have recorded your assets, it’s easy to update the values and see the total of your overall portfolio. You can keep a history of the updates too.
If you choose, you can share your asset data securely with your partner, your family and trusted advisors. This makes light work of listing your assets so that a financial advisor or will writer, for example, can help with recommendations and guidance.
Legacy Portal —easy, safe & secure.