Concurrent Client Access

By: Concurrent Investment Advisors, LLC App

Finance

Overview

Apple Apps Store

Version:

1.96

Last updated: 2026-06-13

#931,608 ▲ 8,721

Features & Capabilities

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.

User Growth & Download Statistics

App

By:

Concurrent Investment Advisors, LLC

Rating:

Version:

1.96 Last updated: 2026-06-13

Version code:

886790361

Creation date:

2023-03-06

Compatible devices:

Size:

139.06MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-07-16

Compare stats and ranking:

Ranking

# 931,608 ▲ 8,721

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

Concurrent Investment Advisors, LLC

Apple Apps Store

https://apps.apple.com/us/app/concurrent-client-access/id1672364326

Website:

https://www.concurrentadvisors.com/

User Reviews

Much better experience than the Raymond James app I used to use.

by An*****, 2023-12-12

View all user reviews ›

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