Concurrent Client Access
Concurrent Investment Advisors, LLC Finance iPhoneiPadiPod touch
Concurrent Client Access is a free Finance app for iPhone and iPad by Concurrent Investment Advisors, LLC. Rated 5.0/5 from 1 ratings. Requires iOS 15.5.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 141 MB
- Age 4+
- Updated
- Sep 15
- 2026 · v1.98.1
Screenshots
About Concurrent Client Access
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.
What’s new
Version 1.98.1 · Updated September 15, 2026
• To-Do items are now named Tasks • Performance Improvements • Bug Fixes
App privacy
The developer, Concurrent Investment Advisors, LLC, reported these privacy practices to Apple.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data: Product Interaction
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Contact Info: Name
- Identifiers: User ID
Used for: App Functionality
Alternatives to Concurrent Client Access
Looking for apps like Concurrent Client Access? Here are 6 similar apps on the App Store. The highest rated is Wealth Partners Alliance (4.2/5), and all 6 are free to download.
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Louis Ciliberti Wealth Mgt
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Center Street Wealth Mgt
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MPW Client Portal
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Level Four Mobile
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Wealth Partners Alliance
4.2
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Cox, Klugh & Company
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Concurrent Client Access | 5.0 / 5 (1 rating) | Free | September 15, 2026 | |
| Louis Ciliberti Wealth Mgt | – | Free | Sep 15, 2026 | Compare |
| Center Street Wealth Mgt | – | Free | Sep 17, 2026 | Compare |
| MPW Client Portal | – | Free | Jun 13, 2026 | Compare |
| Level Four Mobile | – | Free | Jun 13, 2026 | Compare |
| Wealth Partners Alliance | 4.2 / 5 (5) | Free | Sep 15, 2026 | Compare |
| Cox, Klugh & Company | – | Free | Sep 15, 2026 | Compare |