The Hamilton Group vs Concurrent Client Access
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
The Hamilton Group
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The Hamilton Group Wealth Management App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Hamilton Group Team in a simple, elegant interface. Requirements: You need to be a client of The Hamilton Group that has been enabled for the app. If you would like to request access, please contact your Hamilton Group Advisor.
Concurrent Client Access
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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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.
Screenshots
Verdict
The Hamilton Group and Concurrent Client Access are too close to call on the numbers: across 6 compared parameters — price, update cadence, ads and in-app purchases among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Both ship on a similar rhythm, roughly every 2 months. The most recent releases landed on October 4, 2026 and October 10, 2026 respectively.
| Parameter | The Hamilton Group | Concurrent Client Access |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (1 ratings) — better |
| Positive reviews | — | 100.0% of reviews |
| Number of ratings | — | 1 — better |
| Update frequency | Every 2 months | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.5 | 15.5 |
| Further details — not scored | ||
| Size | 141 MB | 141 MB |
| Age rating | 4+ | 4+ |
| Developer | Hamilton Group Advisors, LLC | Concurrent Investment Advisors, LLC |
In-app purchases
The Hamilton Group
No in-app purchases
Concurrent Client Access
No in-app purchases
Questions
Is The Hamilton Group free?
Is Concurrent Client Access free?
Do The Hamilton Group or Concurrent Client Access have ads?
Which is updated more often, The Hamilton Group or Concurrent Client Access?
Other comparisons
