Concurrent Client Access vs Purpose Planner
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
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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.
Purpose Planner
This app helps you build a financial life that reflects your values by tracking spending, setting goals, and offering AI-powered financial advice. It integrates faith-based principles with practical budgeting tools for intentional financial management.
- Budget tracking
- Automated transaction tracking
- Net worth overview
- AI financial assistant
- Goal setting and tracking
- Faith-based financial principles
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Where Faith Meets Finances Purpose Planner is more than a budget app. It’s your personal guide to building a financial life that actually reflects your values. Created for a new generation of purpose-driven doers, this app helps you track your money, set real goals, and grow spiritually along the way. No pressure. No judgment. Just tools that help you stay grounded and make moves with intention. - Budgeting That Makes Sense Track what you spend. Know where it’s going. Get clarity without the spreadsheets. Set monthly budgets based on your priorities, not someone else’s rules. - Automated, Not Complicated Link your accounts to auto-track transactions, income, and spending habits. Less data entry. More peace of mind. - Net Worth? Know It. Grow It. See the full picture of your financial life: cash, debt, and investments. Make confident decisions with everything in one place. - Ask Anything. Our AI’s Got You Get instant answers to your money questions. Curious how much you spent on takeout last month? Need help building a savings plan? Just ask. - Goals That Go Beyond Saving Set and crush financial goals. Pay off debt. Save for a trip. Give more to what you care about. Stay motivated with clear progress tracking. - Built for Faith-Driven Living You’re not just here to chase money. This app helps you stay aligned with your values. • Daily encouragement rooted in scripture • Reflect on stewardship and generosity • Give with intention You’ve got big dreams and a bigger purpose. Start planning your money with clarity, confidence, and faith. Download Purpose Planner today. Purpose Planner requires a subscription to access all content and features. A paid plan is required to use the app after the free trial period. You can explore the full app with a free trial. Subscription pricing and details are available within the app. Terms of use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Screenshots
Verdict
The clearest difference is in-app purchases: Concurrent Client Access at none against Purpose Planner's 1. Concurrent Client Access also leads on ads (none vs shown). Purpose Planner's advantage is update cadence (every 3 weeks vs every 2 months). On price, rating, ratings volume and device support 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. Purpose Planner sells 1 in-app purchase, starting at $4.99 per month. Concurrent Client Access asks for nothing beyond the download.
On the App Store both sit at effectively the same score — 5.0 for Concurrent Client Access against 5.0 for Purpose Planner. Both are backed by a comparable volume of ratings — 1 and 1 respectively.
Concurrent Client Access ships an update every 2 months, Purpose Planner every 3 weeks. The most recent releases landed on October 10, 2026 and October 15, 2026 respectively.
| Parameter | Concurrent Client Access | Purpose Planner |
|---|---|---|
| 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 3 weeks — better |
| Ads | No — better | Yes |
| In-app purchases | No — better | Yes |
| Monetization | Free — better | Free with in-app purchases |
| Devices | iPhone, iPad, iPod — better | iPhone, iPod |
| Requires iOS | 15.5 | 15.1 — better |
| Further details — not scored | ||
| Size | 141 MB | 40 MB |
| Age rating | 4+ | 4+ |
| Developer | Concurrent Investment Advisors, LLC | Purpose Planner |
Customer experience
Concurrent Client Access
Purpose Planner
In-app purchases
Concurrent Client Access
No in-app purchases
Purpose Planner
- Monthly1 Month trial$4.991 Month
Questions
Is Concurrent Client Access free?
Is Purpose Planner free?
Which has better reviews, Concurrent Client Access or Purpose Planner?
Do Concurrent Client Access or Purpose Planner have ads?
Which is updated more often, Concurrent Client Access or Purpose Planner?
Other comparisons
