Best Concurrent Advisors Portal Apps

Concurrent Client Access

by Concurrent Investment Advisors, LLC

Free

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.

CPS Portal

by CPS Investment Advisors

Free

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

Zocks

by Zocks Communications, Inc.

Free

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

Douglass Winthrop Portal

by DOUGLASS WINTHROP ADVISORS, LLC

Free

This application provides clients of Douglass Winthrop Advisors secure access to their financial reports and account information. Designed for high-net-worth individuals, families, trusts, and endowments, it offers a streamlined way to view important documents.

Jump AI

AI for wealth managers

Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

Ally: Bank, Auto & Invest

The app for all things money

Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

ADP Mobile Solutions

HR for Employees & Managers

Free

Access payroll, time, benefits, and HR information for yourself and your team. Track time, view pay statements, manage time off, and connect with colleagues. Managers can approve requests and view team calendars.

CurrentClient

For business professionals

Free

This app provides a compliant communication platform designed for business professionals, offering a modern phone system with integrated growth tools. It simplifies client interactions through features like CRM sync, a unified inbox, and automated messaging.

Bragg Client Portal

by Bragg Client Portal

Free

Manage your finances with a secure mobile app offering an interactive dashboard, dynamic investment reports, and a document vault for communication with your financial advisor. It provides budgeting tools and a comprehensive view of your financial picture.

Karbon for Clients

Accounting firm client portal

Free

Securely share files, exchange information, and communicate with your accounting firm. Manage tasks and stay connected with your advisors from your mobile device. Track project progress and reduce back-and-forth communication.

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

TaxDome Client Portal

Safe accounting client portal

Free

Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.

Advyzon

By Advyzon

Free

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.