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My Heritage

Name: My Heritage
Availability: InStock
Rating: 1 (1 reviews)

Experience the discretion and expertise of Banque Heritage. Access your accounts, receive expert financial analysis, and communicate securely with your dedicated Wealth Manager, wherever you are.

Key Figures

Downloads

User Rating

1.0/5

Total Ratings

Publisher

Banque Heritage SA

Precision Wealth Management at Your Fingertips

Seamlessly bridge the gap between traditional Swiss-style private banking and modern digital mobility, designed exclusively for our private clients.

Real-Time Portfolio Oversight

Access a comprehensive summary of your global accounts instantly, ensuring you remain in control of your assets wherever you are.

Secure, Direct Communication

Connect confidentially with your dedicated Wealth Manager through an encrypted channel built for ultimate discretion and privacy.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

My Heritage - A screenshot of the My Heritage app dashboard showing net wealth summary and a breakdown of assets including shares and precious metals — A screenshot of the My Heritage app dashboard showing net wealth summary and a breakdown of assets including shares and precious metals

My Heritage - Portfolio asset breakdown screen in My Heritage private banking app showing distribution of shares and precious metals — Portfolio asset breakdown screen in My Heritage private banking app showing distribution of shares and precious metals

My Heritage - Detailed portfolio screen of the My Heritage private banking app displaying global wealth and share investments. — Detailed portfolio screen of the My Heritage private banking app displaying global wealth and share investments.

My Heritage - Portfolio transaction history screen in the My Heritage app showing anonymized payments in Swiss Francs for May 2021. — Portfolio transaction history screen in the My Heritage app showing anonymized payments in Swiss Francs for May 2021.

My Heritage - My Heritage app interface for selecting accounts and viewing consolidated global wealth balances — My Heritage app interface for selecting accounts and viewing consolidated global wealth balances

My Heritage - Contact page for the My Heritage app Swiss helpdesk with phone and email support — Contact page for the My Heritage app Swiss helpdesk with phone and email support

My Heritage - Secure messaging interface of the My Heritage private banking app for contacting a wealth manager. — Secure messaging interface of the My Heritage private banking app for contacting a wealth manager.

My Heritage - Settings screen of the My Heritage private banking app displaying menu options for accounts language and login — Settings screen of the My Heritage private banking app displaying menu options for accounts language and login

Description

The Private Banking facilities at Banque Heritage reflect our ambition for carefully managed growth. We are divided into several departments, each concentrating on specific geographical locations or special interest groups. We understand the importance of maintaining outstanding relationships with our clients by displaying understanding, adaptability and integrity at all times. By remaining independent and objective in everything we do, the interests of our clients always come first. Heritage Wealth Management has broadened its digital offering and launched its mobile application which is intended for all its private clients. With My Heritage you can: - access a summary of your accounts instantly - communicate confidentially with your Wealth Manager - consult the financial analyses of Heritage experts - Heritage Wealth Management invites you to discover this new digital experience which provides you with complete freedom when on the go.