Concurrent Client Access app icon

Apps Like Concurrent Client Access for iPhone and iPad

by Concurrent Investment Advisors, LLC★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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Ranked alternatives

Showing 261–280 of 1,000 ranked alternatives.

  3. Trip Splitter Lite app icon

    Trip Splitter Lite

    DC Software Arts

    Split expenses with a travel companion

    Track expenses during trips by adding participants and splitting costs. Calculate IOUs instantly and store them. View total payments needed or send cost breakdowns via email.

    ★ 4.423 ratingsTravelFreeData updated 2026-09-08
    App details
  5. Wheelhouse CU app icon

    Wheelhouse CU

    Wheelhouse Credit Union

    View accounts, manage funds, transfer money

    View financial accounts from multiple institutions. Transfer funds between accounts. Deposit checks and pay bills. Pay anyone in real time. Access electronic statements. Log in with device-enabled security. Manage spending and budgets.

    ★ 3.730 ratingsFinanceFreeData updated 2026-09-08
    App details
  8. Whelan Financial app icon

    Whelan Financial

    Whelan Financial, Inc.

    View portfolio balances and statements anytime

    View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.