Osborne Partners

Osborne Partners Capital Management, LLC Finance iPhoneiPadiPod touch

Osborne Partners is a free Finance app for iPhone and iPad by Osborne Partners Capital Management, LLC. Requires iOS 13.4. Updated December 14, 2024.

Price: Free; on the App Store
Size: 41 MB; Age 4+
Updated: Dec 14; 2024 · v5.16.0

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Screenshots

About Osborne Partners

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

What’s new

Version 5.16.0 · Updated December 14, 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

App privacy

The developer, Osborne Partners Capital Management, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Osborne Partners is a free Finance app for iPhone, iPad and iPod touch, developed by Osborne Partners Capital Management, LLC. It requires iOS 13.4 or later and is 41 MB to download. It was first released on June 2, 2021 and last updated on December 14, 2024.

Category: Finance
Price: Free
Version: 5.16.0
Size: 41 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: June 2, 2021
Last updated: December 14, 2024
Developer: Osborne Partners Capital Management, LLC

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