# Osborne Partners

> Osborne Partners (iPhone/iPad app by Osborne Partners Capital Management, LLC.)

- Source: https://appshunter.io/ios/app/osborne-partners/id1569035684 (this page in markdown: same URL + `.md`)
- Developer: [Osborne Partners Capital Management, LLC](https://appshunter.io/developer/1569035686)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2021-06-02
- Data updated: 2026-02-22
- User reviews in markdown: https://appshunter.io/ios/app/osborne-partners/id1569035684/reviews.md

## What is Osborne Partners?

Osborne Partners clients can utilize this mobile portal to view investment portfolio information (balances, holdings, transactions).


## Version history (last 5 releases)

### 5.16.0 — 2024-12-14

- 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

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-11

Bug fixes and performance updates

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## Related topics

[osborne partners](https://appshunter.io/ios/topics/osborne-partners) · [osborne](https://appshunter.io/ios/topics/osborne)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-02-22.*