Chicago Partners
Finance
Free · Designed for iPad. Not verified for macOS.
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.
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
- 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
The developer, Chicago Partners Investment Group LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- Chicago Partners Investment Group LLC
- Size
- 42.6 MB
- Category
- Finance
- Compatibility
Requires iOS 13.4 or later.
- iPhone
Requires iOS 13.4 or later. - iPad
Requires iPadOS 13.4 or later. - iPod touch
Requires iOS 13.4 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2025 Chicago Partners Investment Group, LLC