Apps Like Concurrent Client Access for iPhone and iPad
Concurrent Client Access screenshots
Ranked alternatives
Showing 401–420 of 1,000 ranked alternatives.
MB&T Wealth
Montecito Bank & Trust
View portfolio details and performance data
View portfolio performance and account details. Access transaction history and investment summaries. Receive alerts for account activity. Manage account settings and contact support through the .
Houston Trust GWAccess
Houston Trust Company
View portfolio, send messages, track transactions
View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.
Greyspace
Greyspace Financial LLC
View reports, load receipts, schedule meetings
View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
GS Select
Goldman Sachs
Access liquidity and manage funds on
Access account details for loans and savings. Log in with biometrics or credentials. Transfer funds between internal and external accounts. Schedule payments and view transaction history. Manage linked accounts and monitor balances in real time.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.