Chicago Partners

Gain unparalleled visibility and control over your wealth with our exclusive mobile app, thoughtfully designed for high-net-worth individuals and family offices. Seamlessly integrated with your wealth management plan, the app provides secure, real-time insights into your financial picture.

Features include:

Portfolio Performance: Access detailed, up-to-the-minute performance metrics to understand exactly how your investments are tracking against your goals.

Detailed Holdings: Instantly view comprehensive breakdowns of your individual assets, empowering informed decision-making at your fingertips.

Asset Allocation: Visualize your portfolio’s allocation clearly and intuitively, ensuring your investments align perfectly with your customized wealth strategy.

Secure & Private: Built with industry-leading security to protect your sensitive financial information, ensuring your peace of mind wherever you go.

For questions, issues, or concerns with the application, please contact jack@chicagopartnersllc.com.

Recent changes:
- 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