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



231+ iOS apps curated and reviewed
Looking for free concurrent client access apps? 20 of our 231+ 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 | Aug 2026 | |
| 2 | Free | 4.9★ (39K) | No | No | Aug 2026 | |
| 3 | Free | 4.1★ (49K) | No | No | Aug 2026 | |
| 4 | Free | 4.7★ (4.4M) | Yes | No | Aug 2026 | |
| 5 | Free | 4.4★ (10) | No | No | May 2026 | |
| 6 | Free | 4.9★ (12K) | No | No | Aug 2026 | |
| 7 | Free | — | No | No | May 2026 | |
| 8 | Free | 4.7★ (1.1M) | No | Yes | Aug 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 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.






This app streamlines business communication by bringing together coworkers, customers, and contractors in a secure, unified workspace. It offers AI-powered search and summarization, automation tools, and integrations with over 2,600 apps to reduce busywork and improve collaboration.


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.


Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.


This app offers a secure portal for clients to communicate with their legal counsel. It allows for document sharing, private messaging, case updates, and invoice management, all within a protected client-attorney environment.




Capture thoughts, ideas, and plans in a digital notepad. Organize, search, and secure your notes, memos, and sketches. Sync across devices for access anywhere, anytime. Collaborate with others on shared notepads.


This app provides a secure and convenient way to communicate with your legal team. Receive real-time case updates, send instant messages, and access all your legal documents directly from your iOS device.


This app allows legal professionals to manage cases, clients, and billing remotely. It offers features for time tracking, secure client communication, document scanning, and in-person payment processing. Stay productive and profitable from anywhere with secure cloud storage and AI-powered assistance.


Secure your online accounts with standards-based two-factor authentication. This app generates time-based one-time passwords directly on your device, offering a reliable second step for sign-ins without relying on SMS codes. Protect personal and work accounts across various platforms.


This app serves as a central hub for team collaboration and project management, enabling teams to organize tasks, track progress, and communicate effectively. It offers real-time updates, customizable views, and automation to streamline workflows and boost productivity.


Access your Oppenheimer & Co. Inc. account information, view holdings and balances, and review recent activity. Get the latest research, market commentary, and analyst information. Manage your profile and easily contact your financial advisor.


This app provides secure two-factor authentication for over 1000 popular online accounts. It offers quick access via widgets and Apple Watch, and ensures your data is safe with no internet exchange. Easily set up accounts by scanning QR codes or entering secret keys.


This app provides secure two-factor authentication codes for your online accounts, enhancing security with encryption and backups. It offers seamless synchronization across Apple devices and quick access via widgets, even when offline.


This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.


Manage HR and payroll tasks like checking schedules, requesting time off, and reviewing pay. Access employee information, track expenses, and complete training. Managers can approve requests and view team data.


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.


Securely store and generate two-factor authentication codes for your online accounts directly on your device. Features encrypted backups, cross-device sync, and quick access widgets. Supports thousands of services and offers offline code generation.


Monitor your business performance, finances, and team from anywhere in real time. Track sales, manage cash flow, and update schedules with this powerful analytics tool.