# Paragon Advisor

> Mobile app for viewing investment portfolios and contacting financial advisors. (iPhone/iPad app by Paragon Advisors, LLC.)

- Source: https://appshunter.io/ios/app/paragon-advisor/id1327015708 (this page in markdown: same URL + `.md`)
- Developer: [Paragon Advisors, LLC](https://appshunter.io/developer/1327015707)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 5 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2017-12-19
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/paragon-advisor/id1327015708/reviews.md

## What is Paragon Advisor?

Paragon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.

## Key features

- View portfolio values
- Check asset allocations
- Contact your advisor
- Secure communication


## Frequently asked questions about Paragon Advisor

### What can I do with Paragon Advisor?

Paragon Advisor allows you to easily view your portfolio values and allocations. You can also directly contact your financial advisor through the app for seamless communication and support.

### Is Paragon Advisor free to use?

Yes, Paragon Advisor is available for free. There are no charges to download or use the application.

### What devices support Paragon Advisor?

Paragon Advisor is designed for iOS devices, including iPhone, iPad, and iPod.

### How secure is Paragon Advisor?

The app is developed by Paragon Advisors, LLC, a financial services firm. While specific security measures are not detailed, financial apps typically employ robust security protocols to protect user data.

### How often is Paragon Advisor updated?

The latest version is 5.22.1, last updated on February 4, 2026. This indicates a commitment to regular updates and maintenance.

### What is the user rating for Paragon Advisor?

Paragon Advisor has an excellent rating of 5.0 stars based on 5 user reviews, suggesting high user satisfaction.

### Does Paragon Advisor have ads?

No, Paragon Advisor does not contain advertisements. The app is ad-free, providing an uninterrupted user experience.

### What is the age rating for Paragon Advisor?

Paragon Advisor has an age rating of 4+, making it suitable for users of all ages.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-04

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.0 — 2025-01-27

- 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

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| App | Rating | Price | Category |
| --- | --- | --- | --- |
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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 2026-06-01.*