Love this app.
Much better experience than the Raymond James app I used to use.
Free
About Concurrent Client Access
- Released
- Updated
- iOS Version
- Age Rating
- Size
- Devices
- Languages
Features
Developer 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.
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What's New in Concurrent Client Access
1.84
December 15, 2024
* Enhanced the Vault Statement user experience to provide easier paths. * Custodial statements are now consolidated for easy viewing in the new Vault Statements section. * Supportability and Sustainability enhancements.
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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?
1.84 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 January 6, 2025.
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.