Udvikler: Concurrent Investment Advisors, LLC (2)
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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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Skærmbilleder

#1. Concurrent Client Access (iOS) Ved: Concurrent Investment Advisors, LLC
#2. Concurrent Client Access (iOS) Ved: Concurrent Investment Advisors, LLC
#3. Concurrent Client Access (iOS) Ved: Concurrent Investment Advisors, LLC

Nyheder

  • Version: 1.92
  • Opdateret:
  • • Vault Enhancements
    • Notification Linking Optimization
    • Performance Enhancements
    • Bug Fixes

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  • I dag: Gratis
  • Minimum: Gratis
  • Maksimalt: Gratis
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Concurrent Client AccessConcurrent Client Access Kort webadresse: Kopieret!
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