Chicago Partners5.17.1
Publisher Description
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 jack@chicagopartnersllc.com.
Version History - 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 5.17.1 04/15/2025 Bug fixes and performance updates 4.4.0 05/01/2022 4.1.0 12/13/2018
About Chicago Partners
The company that develops Chicago Partners is Chicago Partners Investment Group LLC. The latest version released by its developer is 5.17.1.
To install Chicago Partners on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-15 and was downloaded 7 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Chicago Partners as malware if the download link is broken.
How to install Chicago Partners on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Chicago Partners is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Chicago Partners is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 5.17.1
posted on 2026-10-15
Version History - 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 5.17.1 04/15/2025 Bug fixes and performance updates 4.4.0 05/01/2022 4.1.0 12/13/2018
version 5.17.1
posted on 2025-04-15
- 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
version 5.17.1
posted on 2025-04-15
Apr 15, 2025
Version 5.17.1
- 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
version 4.4.0
posted on 2022-05-01
May 1, 2022
Version 4.4.0
Bug fixes and performance updates
