About
This app offers high-net-worth individuals and family offices real-time insights and control over their wealth. It provides detailed portfolio performance, holdings, and asset allocation visualizations, all secured with industry-leading protection.
What's New in Chicago Partners
5.17.1
April 15, 2025
- 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
MoreFAQ
What are the main features of Chicago Partners?
Chicago Partners offers real-time financial insights, detailed portfolio performance metrics, comprehensive breakdowns of individual assets, and intuitive visualizations of your asset allocation.
Is Chicago Partners secure for my financial information?
Yes, Chicago Partners is built with industry-leading security protocols to protect your sensitive financial data, ensuring peace of mind.
What devices does Chicago Partners support?
Chicago Partners is available on iPhone, iPad, and iPod devices.
How often is Chicago Partners updated?
The latest version is 5.17.1, and the app was last updated on April 15, 2025, indicating regular updates.
What is the user rating for Chicago Partners?
Chicago Partners has a high rating of 5.0 stars based on 2 user reviews.
Does Chicago Partners have ads?
No, Chicago Partners does not contain advertisements.
What is the age rating for Chicago Partners?
Chicago Partners has an age rating of 4+, making it suitable for a wide range of users.
Who is the developer of Chicago Partners?
Chicago Partners is developed by Chicago Partners Investment Group LLC.