Concurrent Client Access vs Family Wealth Solutions
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
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
Read full descriptionHide full description
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.
Family Wealth Solutions
Access your financial portfolio, view detailed reports and statements, and communicate directly with your financial advisors. This app requires you to be an enabled client of the service.
- Access portfolio data
- View reports and statements
- Communicate with financial team
- Simple and elegant interface
- Client-specific access
Read full descriptionHide full description
The Family Wealth Solutions Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Family Wealth Solutions Team in a simple, elegant interface. Requirements: You need to be a client of Family Wealth Solutions that has been enabled for the app. If you would like to request access, please contact your Family Wealth Solutions Team.
Screenshots
Verdict
The clearest difference is iOS requirement: Concurrent Client Access at 12.4 against Family Wealth Solutions's 15.5. On price, rating, ratings volume and update cadence there is nothing between them.
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.
On the App Store both sit at effectively the same score — 5.0 for Concurrent Client Access against 5.0 for Family Wealth Solutions. Both are backed by a comparable volume of ratings — 1 and 1 respectively.
Both ship on a similar rhythm, roughly every 2 months. The most recent releases landed on August 4, 2026 and September 16, 2026 respectively.
| Parameter | Concurrent Client Access | Family Wealth Solutions |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) | 5.0 (1 ratings) |
| Positive reviews | 100.0% of reviews | — |
| Number of ratings | 1 | 1 |
| Update frequency | Every 2 months | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 12.4 — better | 15.5 |
| Further details — not scored | ||
| Size | 139 MB | 141 MB |
| Age rating | 4+ | 4+ |
| Developer | Concurrent Investment Advisors, LLC | Family Wealth Solutions, LLC |
Customer experience
Concurrent Client Access
Family Wealth Solutions
In-app purchases
Concurrent Client Access
No in-app purchases
Family Wealth Solutions
No in-app purchases
Questions
Is Concurrent Client Access free?
Is Family Wealth Solutions free?
Which has better reviews, Concurrent Client Access or Family Wealth Solutions?
Do Concurrent Client Access or Family Wealth Solutions have ads?
Which is updated more often, Concurrent Client Access or Family Wealth Solutions?
Other comparisons
