Love this app.
Much better experience than the Raymond James app I used to use.AndyPSU71
- Versions
- Price History
- Description
- FAQ
Version History of Concurrent Client Access
1.82
September 10, 2024
* Optimized the Planning Space for better performance and faster speeds. * Refined the login screen to create a smoother user experience. * Added support for Principal and Income in the Transaction Card feature.
More1.81
July 27, 2024
* Investors will now have the ability to view their Insurance information from their mobile experience * Stability and performance improvements
1.80
June 8, 2024
* Todo functionality will now be a part of the Mobile Advisor experience * Updated privacy policy visibility * Enhanced performance and stability
More1.78
April 22, 2024
* Improved the activity summary chart located in the account details * Updated Allocation Dashboard logic for a consistent experience * Enhanced the Dashboard: Gain/Loss performance and stability
More1.77
March 8, 2024
* Updating advisor login interface featuring an improved navigation menu * Improving advisor communication through the introduction of Timeline and Vault functionalities * Enhancing advisor navigation for seamless transitions between various clients
More1.76
January 20, 2024
* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes
More1.75
December 12, 2023
* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard
1.74
October 28, 2023
* RightCapital financial planning integration available for the mobile app. * Innotrust statement integration now supported within the client’s vault. * Improved performance and stability within the Dashboard section of the app.
More1.73
September 17, 2023
* Added the ability to easily clear all of your notifications * Reworked the Account Details page to highlight important information about the account * Improved performance within the Dashboard and Balance Sheet sections of the app * Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins
More1.71
July 29, 2023
* Updated notification bell to provide an easier experience * Improved loading screen to provide better clarity * Enhanced mobile web to better support teams * Dashboard and subsequent cards now supports improve as of date logic
MorePrice History of Concurrent Client Access
Description of 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.
Concurrent Client Access: FAQ
Is Concurrent Client Access iPad-compatible?
Concurrent Client Access is available on iPad devices.
Who is the creator of the Concurrent Client Access app?
Concurrent Client Access was created by Concurrent Investment Advisors, LLC.
What should be the minimum iOS version for Concurrent Client Access?
The minimum supported iOS version for the Concurrent Client Access app is iOS 12.4.
How do users rate Concurrent Client Access?
The Concurrent Client Access app receives plenty of reviews and currently has a great user rating of 5.
What app category is Concurrent Client Access?
Finance Is The App Genre Of The Concurrent Client Access App.
What Concurrent Client Access application version is the latest one?
1.82 is the most recent version of Concurrent Client Access.
When was the latest Concurrent Client Access update?
The latest Concurrent Client Access update came out on September 19, 2024.
When was the Concurrent Client Access app released?
Concurrent Client Access was first released on March 7, 2023.
What’s the age rating for the Concurrent Client Access app?
Concurrent Investment Advisors, LLC: Contains no objectionable material.
What are the languages offered by Concurrent Client Access?
The Concurrent Client Access app can be used in English.
Can I play Concurrent Client Access through Apple Arcade's subscription?
Unfortunately, Concurrent Client Access is not on Apple Arcade.
Does Concurrent Client Access offer in-app purchases?
Unfortunately, in-app purchases are not available within Concurrent Client Access.
Can I utilize Concurrent Client Access with Apple Vision Pro?
No, you cannot utilize Concurrent Client Access with Apple Vision Pro.
Does Concurrent Client Access include ads as part of its experience?
No, Concurrent Client Access does not include ads as part of its experience.
Screenshots of Concurrent Client Access
