Concurrent Client Access app for iPhone and iPad
4.2 (
5232 ratings )
Finance
Developer: Concurrent Investment Advisors, LLC
Free
Current version: 1.73, last update: 8 months agoFirst release : 06 Mar 2023
App size: 125.82 Mb
The Concurrent Client Access App allows enabled clients to access portfolio data, view reports and statements, and communicate with your team in a simple, elegant interface.
Requirements: You need to be a client of a Concurrent affiliated team that has been enabled for the app. If you would like to request access, please contact your advisor or a member of their team for assistance.