# Concurrent Client Access

> Client portal for portfolio access, reports, and team communication. (iPhone/iPad app by Concurrent Investment Advisors, LLC.)

- Source: https://appshunter.io/ios/app/concurrent-client-access/id1672364326 (this page in markdown: same URL + `.md`)
- Developer: [Concurrent Investment Advisors, LLC](https://appshunter.io/developer/1672364328)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2023-03-06
- Data updated: 2026-08-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/concurrent-client-access/id1672364326/reviews.md

## What is 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.

## Key features

- Portfolio data access
- View reports and statements
- Team communication
- Elegant interface
- Client-specific access

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/concurrent-client-access/id1672364326/reviews.md

### 5/5 — Love this app.

*2023-12-12*

Much better experience than the Raymond James app I used to use.

## Frequently asked questions about Concurrent Client Access

### 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.

## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-10

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

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## More apps by Concurrent Investment Advisors, LLC

- [Concurrent Advisors Portal](https://appshunter.io/ios/app/concurrent-advisors-portal/id6449466930)

All apps by Concurrent Investment Advisors, LLC: https://appshunter.io/developer/1672364328

## Related topics

[concurrent client access](https://appshunter.io/ios/topics/concurrent-client-access) · [concurrent](https://appshunter.io/ios/topics/concurrent) · [client access](https://appshunter.io/ios/topics/client-access)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-04.*