Concurrent Client Access vs Cannon Portal
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.
Cannon Portal
Read full descriptionHide full description
A centralized and secure location for clients to access current and historical information about their investment accounts, financial planning initiatives, and administrative actions.
Screenshots
Verdict
The clearest difference is iOS requirement: Cannon Portal at 12.0 against Concurrent Client Access's 15.5. On price, ads, in-app purchases 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. Neither carries in-app purchases, so what you see is what you pay.
| Parameter | Concurrent Client Access | Cannon Portal |
|---|---|---|
| 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 | — |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.5 | 12.0 — better |
| Further details — not scored | ||
| Size | 141 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | Concurrent Investment Advisors, LLC | Cannon Financial Strategists, Inc |
In-app purchases
Concurrent Client Access
No in-app purchases
Cannon Portal
No in-app purchases
Questions
Is Concurrent Client Access free?
Is Cannon Portal free?
Do Concurrent Client Access or Cannon Portal have ads?
Other comparisons















