Love this app.
Much better experience than the Raymond James app I used to use.
Free
About
Access your portfolio data, view reports, and communicate with your team through an intuitive interface. Requires an enabled client account with a Concurrent affiliated team.
✓Portfolio data access
✓View reports and statements
✓Team communication
✓Elegant interface
✓Client-specific access
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What's New in Concurrent Client Access
1.96
June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
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FAQ
What is Concurrent Client Access?
Concurrent Client Access is a finance app that allows enabled clients to access their portfolio data, view reports and statements, and communicate with their team in a simple interface.
Is Concurrent Client Access free to use?
Yes, Concurrent Client Access is available for free. It does not have any in-app purchases or advertisements.
What devices does Concurrent Client Access support?
Concurrent Client Access is supported on iPhone, iPad, and iPod devices.
How secure is Concurrent Client Access?
The app is designed for enabled clients of Concurrent affiliated teams, implying a secure access model. Specific security protocols are not detailed in the provided information.
What kind of financial data can I access with Concurrent Client Access?
You can access your portfolio data, view reports, and review statements through the app.
How often is Concurrent Client Access updated?
The app was last updated on May 4, 2026, with version 1.95. The release date was March 6, 2023.
What is the user rating for Concurrent Client Access?
Concurrent Client Access has a perfect rating of 5.0 stars based on 1 review.
Who should I contact if I need assistance with Concurrent Client Access?
If you would like to request access or need assistance, please contact your advisor or a member of their team.
