# Prudeo Partners

> Prudeo Partners (iPhone/iPad app by Prudeo Partners, LLC.)

- Source: https://appshunter.io/ios/app/prudeo-partners/id1632295050 (this page in markdown: same URL + `.md`)
- Developer: [Prudeo Partners, LLC](https://appshunter.io/developer/1632295052)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2022-06-30
- Data updated: 2026-07-18
- User reviews in markdown: https://appshunter.io/ios/app/prudeo-partners/id1632295050/reviews.md

## What is Prudeo Partners?

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.


## Version history (last 5 releases)

### 5.16.0 — 2024-12-15

- 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 — 2024-04-09

- 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 — 2023-02-15

Bug fixes and performance updates

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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 2026-07-18.*