Apps Like Concurrent Client Access for iPhone and iPad
Concurrent Client Access screenshots
Ranked alternatives
Showing 101–120 of 1,000 ranked alternatives.
The Kelly Group
Kelly Financial Group Limited Liability Company
Access client info and share documents
Access account information and documents through a simple interface. Share files via the Client Vault. View transaction history and manage account settings. Receive updates and notifications.
Cornerstone Planning
Cornerstone Planning Group, LLC
View portfolio data and financial plan details
View portfolio data and financial plan details in real time. Access account balances, transaction history, and investment performance. Receive updates on financial goals and plan adjustments. Communicate with advisors for personalized guidance.
HSA Bank
Webster Financial Corporation
Manage accounts, track transactions, update contributions, request
Manage health and benefit accounts with secure access. View balances and transaction history. Make and update contributions. Request reimbursements and file claims. Manage HSA investments.
AdelFi Mobile Banking
AdelFi Credit Union
Track expenses, view credit score, transfer funds,
Manage accounts with fund transfers between accounts and bill payment setup. Track credit score, income, and expenses. Deposit checks via photo. Use two-factor authentication and encryption for security.
GlobalWealth Access
Fi-Tek, LLC
Portfolio data securely
Portfolio data including account balances, performance metrics, and asset allocations. View detailed reports and transaction history. Receive real-time updates and set up account alerts.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.