Apps Like Concurrent Client Access for iPhone and iPad
Concurrent Client Access screenshots
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
Crestwood Advisors
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
OpenArc Client Portal
OpenArc Corporate Advisory, LLC
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
NRP Portfolio Manager
New Republic Partners, Inc.
View data and reports
Access data and performance reports for specific time frames, asset classes, and accounts. View detailed account information and track investment performance through a simple interface. Requires authorization as a client of New Republic Partners.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
First Oak Wealth Management
First Oak Wealth Management LLC
Access portfolio data securely
Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.