Heritage Capital Management Apple

Heritage Capital Management

Finance
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Features & Capabilities

The Heritage Client Portal App is provided by Heritage Capital Managed Limited in partnership with Multrees and powered by Moneyinfo. It brings together a complete view of your investments managed by Heritage.

Through the App, you will be able to:

• View your portfolio valuations • See a breakdown of your investments by asset class • Access your quarterly portfolio valuations and related reports

Heritage Capital Management Limited is an independent, specialist investment management company. To find out more about our services, please visit www.heritage-capital.co.uk

THE APP IS INTENDED FOR CLIENTS OF HERITAGE CAPITAL MANAGEMENT LIMITED ONLY.

Heritage Capital Management Limited, Broadway House, Tothill Street, London, SW1H 9NQ, authorised and regulated by the Financial Conduct Authority. FCA Register number 1435797.

User Growth & Download Statistics

App
By:
Multrees Investor Services Limited
Rating:
5.00
(1) 5.00
Version:
1.1 Last updated: 2026-06-19
Version code:
887032816
Creation date:
2026-03-19
Compatible devices:
Size:
3.77MB
URLs:
Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-26
Compare stats and ranking:

Ranking

# 985,311 ▲ 808,587

For Developers

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Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
Multrees Investor Services Limited
Apple Apps Store
https://apps.apple.com/gb/app/heritage-capital-management/id6760194589

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