Features & Capabilities

The Heritage App is a service provided by Heritage Capital Management Ltd in partnership with Multrees and powered by moneyinfo. The app gives you a complete picture of your investments managed by Heritage Capital Management Ltd.

Features include: • Portfolio valuations • Breakdown of your investments by asset class • Ability to link accounts, allowing family members to view each other’s information • View reports, including annual tax packs • Store other documents from Heritage or your own paperwork • Desktop web access in addition to an application for smartphones and tablets

If you need support, please feel free to contact our Heritage.

User Growth & Download Statistics

App
By:
Multrees Investor Services Limited
Version:
1.0 Last updated: 2026-03-19
Version code:
883106711
Creation date:
2026-03-19
Compatible devices:
Size:
3.71MB
URLs:
Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-05
Compare stats and ranking:

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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