Concenture Wealth

Concenture

Free · Designed for iPad. Not verified for macOS.

What is Concenture Wealth: Concenture Wealth is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Concenture Wealth enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone. Who is Concenture Wealth for: Only clients of our Registered Investment Advisor partners may use this app. Clients must also have an online account to use Concenture Wealth. Concenture Wealth Features for Clients: - View your Firm's newsfeed - Attend scheduled Zoom calls with your Financial Advisor - Access market insights provided by your Financial Advisor - Communicate privately with your Financial Advisor via DMs - Invite your kids and grandkids to learn from professionals that you trust Please Note: Concenture Wealth is a companion app for Registered Investment Advisor professionals, that use the Concenture Wealth multi-tenet platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app.

Ratings & Reviews

  • 5.0
    out of 5
    2 Ratings

We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app.

Version 1.1.1

The developer, Concenture Wealth, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • Concenture Wealth Management, LLC
    Size
    • 51.7 MB
    Category
    • Finance
    Compatibility
    Requires iOS 15.1 or later.
    • iPhone
      Requires iOS 15.1 or later.
    • iPad
      Requires iPadOS 15.1 or later.
    • iPod touch
      Requires iOS 15.1 or later.
    • Mac
      Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    18+
    Copyright
    • © Concenture Wealth
  • Privacy Policy

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