Heritage Capital Management

By Multrees Investor Services Limited on AppTrack Ninja.

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 CL…

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