Chicago Partners

Chicago Partners Wealth Advisors

About this app

Gain unparalleled visibility and control over your wealth with our exclusive mobile app, thoughtfully designed for high-net-worth individuals and family offices. Seamlessly integrated with your wealth management plan, the app provides secure, real-time insights into your financial picture.

Features include:

Portfolio Performance: Access detailed, up-to-the-minute performance metrics to understand exactly how your investments are tracking against your goals.

Detailed Holdings: Instantly view comprehensive breakdowns of your individual assets, empowering informed decision-making at your fingertips.

Asset Allocation: Visualize your portfolio’s allocation clearly and intuitively, ensuring your investments align perfectly with your customized wealth strategy.

Secure & Private: Built with industry-leading security to protect your sensitive financial information, ensuring your peace of mind wherever you go.

For questions, issues, or concerns with the application, please contact [e-mail].

What’s new

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes