Minor bug fixes and cosmetic changes
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.
This version of CTT Private Client Android App comes with one universal variant which will work on all the Android devices.
If you are looking to download other versions of CTT Private Client Android App, We have 1 version in our database. Please select one of them below to download.