223+ iOS apps curated and reviewed
Looking for free concurrent client access apps? 20 of our 223+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.
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.
Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.
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.
Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.
Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.
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 helps retail sales associates manage customer relationships and communication. It centralizes customer information, tracks follow-ups, and provides a unified messaging system, replacing traditional physical client books. Store management gains insights through a reporting dashboard.
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 AI-powered browser integrates intelligent search, file management, and news aggregation. It offers advanced features like multimodal search, real-time video subtitles, and comprehensive document editing, making it a versatile tool for learning, work, and entertainment.
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 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.
This app provides real-time stock market data for global exchanges, including Shanghai, Shenzhen, Hong Kong, and the US. It offers curated financial news, price alerts, and a community for stock traders to interact. Users can also participate in daily prediction games for rewards.
A comprehensive financial management platform offering a wide range of investment products, including funds, gold, and fixed deposits. It provides real-time market data, personalized watchlists, and a community for investors to share insights and experiences. Manage your assets clearly with daily income tracking and custom grouping.
Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.
This app connects job seekers with high-paying positions and active recruiters. It offers features for finding jobs, connecting with headhunters, and receiving personalized career services. It also caters to university students seeking internships and entry-level roles.
Manage your accounting practice and clients from anywhere with this mobile app. Access client information, files, and manage projects, tasks, and billing on the go. Securely handle sensitive data with advanced mobile security features.
Discover curated goods and entertainment through live streams and short videos. Enjoy exclusive discounts, red envelopes, and coupons during live broadcasts. Explore a vast library of popular short dramas across various genres for an uninterrupted viewing experience.
This app provides a stable connection for overseas Chinese and international students to access Chinese content and services. It enhances streaming, music listening, and gaming experiences by reducing latency and improving speed.
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.