About Paragon Advisor
Paragon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor. Version History - Transactions changing to activity tab for managed accounts -...
Paragon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.
Version History - 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 5.22.1 Feb 4 - 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 5.19.0 05/29/2025 - 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 5.17.0 01/27/2025 - 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 5.14.0 09/10/2024 - Bug fixes - User experience improvements - Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes - User experience improvements - Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.2 11/21/2023 Bug fixes and performance updates 4.4.0 02/15/2022 This update from Apple will improve the functionality of this app. No new features are included. Paragon Financial Advisors Mobile allows you to easily view your portfolio values and allocations and easily contact your advisor. 4.1.0 06/19/2018 4.0.0 12/19/2017
Previous Versions
Here you can find the changelog of Paragon Advisor since it was posted on our website on 2023-09-06 17:38:03.
The latest version is 5.22.1 and it was updated on 2026-06-24 12:54:37. See below the changes in each version.
Paragon Advisor version 5.22.1
Updated At: 2026-06-03
Changes: Version History - 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 5.22.1 Feb 4 - 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 5.19.0 05/29/2025 - 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 5.17.0 01/27/2025 - 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 5.14.0 09/10/2024 - Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature 5.9.0 04/10/2024 - Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another 5.6.2 11/21/2023 Bug fixes and performance updates 4.4.0 02/15/2022 This update from Apple will improve the functionality of this app. No new features are included.
Paragon Financial Advisors Mobile allows you to easily view your portfolio values and allocations and easily contact your advisor. 4.1.0 06/19/2018 4.0.0 12/19/2017
Paragon Advisor version 5.22.1
Updated At: 2026-02-04
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
Paragon Advisor version 5.19.0
Updated At: 2025-05-29
Changes: May 29, 2025
Version 5.19.0
- 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
Paragon Advisor version 5.17.0
Updated At: 2025-01-27
Changes: Jan 27, 2025
Version 5.17.0
- 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
Paragon Advisor version 5.14.0
Updated At: 2024-09-10
Changes: Sep 10, 2024
Version 5.14.0
- 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
Paragon Advisor version 5.9.0
Updated At: 2024-04-10
Changes: Apr 10, 2024
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
Paragon Advisor version 5.6.2
Updated At: 2023-11-21
Changes: Nov 21, 2023
Version 5.6.2
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
Paragon Advisor version 4.4.0
Updated At: 2022-02-15
Changes: Feb 15, 2022
Version 4.4.0
Bug fixes and performance updates
Disclaimer
Official App Store Link
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