About this app
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.
Latest release
What’s New
Fixed issue with images not always showing correctly within the Fact Find process.
Audience growth
Ratings growth
Baseline captured. Growth appears after the crawler observes a changed rating count.
Momentum comes from crawler snapshots for the tracked storefront. “Viral growth signal” means unusually fast recent rating gains; it is an indicator, not download data.
Price tracking
Price intelligence
First snapshot captured. The trend line starts after the next crawler price observation.
- First observed Aug 19, 2026 · 6:36 AM Free
Screenshots
