Heritage Strategies app for iPhone and iPad

4.0 ( 1600 ratings )

Finance
Developer: Heritage Strategies

Free

Current version: 1.0.4, last update: 4 months ago
First release : 26 Mar 2021
App size: 32.01 Mb

Digital Estate Planning Application with document storage, data aggregation and live financial statements. Allows user to create and add live feeds to their complex estate structures while simplifying the visual integration.