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.
Concurrent Client Access by Concurrent Investment Advisors, LLC



250+ iOS apps curated and reviewed
Looking for free concurrent client access apps? 20 of our 250+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.
| # | App | Price | Rating | Ads | In-App Purchases | Updated | |
|---|---|---|---|---|---|---|---|
| 1 | Free | 5.0★ (1) | No | No | Oct 2026 | ||
| 2 | Free | 2.0★ (1) | No | No | Oct 2026 | ||
| 3 | Free | — | No | No | Oct 2026 | ||
| 4 | Free | — | No | No | Oct 2026 | ||
| 5 | Free | — | No | No | May 2026 | ||
| 6 | Free | 1.0★ (1) | No | No | May 2026 | ||
| 7 | Free | — | No | No | May 2026 | ||
| 8 | Free | — | No | No | May 2026 |



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.




Securely access and manage financial documents, personal records, and investment portfolio details on your mobile device. Communicate with advisors through a safer messaging system and store important files in the cloud.


