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Concurrent Client Access

Concurrent Investment Advisors, LLC

5.0

store rating

Free

AppRecs review analysis

AppRecs rating 4.5. Trustworthiness 45 out of 100. Review manipulation risk 28 out of 100. Based on a review sample analyzed.

★★★★

4.5

AppRecs Rating

Ratings breakdown

5 star

100%

4 star

0%

3 star

0%

2 star

0%

1 star

0%

What to know

Unusually uniform ratings

100% of sampled ratings are 5 stars with very little variation

About Concurrent Client Access

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.
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