Archived App (Last seen on 18 Jul 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Prudeo Partners is passionate about helping our clients reach their goals. We are independent and always put the client’s needs first and put the client at the center of everything we do. Most portfolios from other firms address reward and risk, but we’ve added a unique time modeling component that makes our approach unique. We believe investing decisions are based on key behavioristic traits. We work to help our clients identify and best leverage those traits. We bring insights from years of working in the market to guide key decisions clients make. Easily accessible to our clients, we are quick to respond in a personal, unbiased way regardless of the size of any account.
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What's New in Prudeo Partners
5.16.0
December 15, 2024
- 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
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