Concurrent Client Access
iOS app by Concurrent Investment Advisors, LLC. Finance · Concurrent Investment Advisors, LLC
- Store rating
- 5 / 5
- Store rating count
- 1
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.97
- Listing last refreshed
- 2026-09-10
View the original store listing
Store description excerpt
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.
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