Concurrent Advisors Portal 4+

Name: Concurrent Advisors Portal
Author: Concurrent Investment Advisors, LLC

Concurrent Investment Advisors, LLC

Osmišljeno za iPad

- Besplatno

Opis

Concurrent Advisors is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We are currently one of the largest and fastest-growing registered investment advisors (RIAs) in the country. We provide the foundation, scale, and resources to allow advisors to focus on their clients.

Collaboration is in our DNA, and we consistently come together throughout the year to share ideas and resources – and form true partnerships. The CA Portal further enables strategic opportunities through powerful collaboration. Our secure app enables efficient document sharing, messaging, and video conferencing with other advisor members in our network. Use the CA Portal app to access resources, view important documentation, schedule and attend meetings, and more.

16. lis 2024.

Verzija 9.6.2

- Bug Fixes
- Performance Enhancements

Developer Concurrent Investment Advisors, LLC naznačio je da prakse privatnosti aplikacije mogu obuhvaćati rukovanje podacima kako je ispod opisano. Za dodatne informacije pogledajte pravila privatnosti developera.

Podaci koji se povezuju s vama

Sljedeći se podaci mogu prikupljati i povezivati s vašim identitetom:

Kontakt informacije

Podaci koji se ne povezuju s vama

Sljedeći se podaci mogu prikupljati, ali se ne povezuju s vašim identitetom:

Kontakt informacije
Dijagnostika

Prakse privatnosti mogu varirati, primjerice, na temelju značajki koje koristite ili vaše dobi. Saznajte više

Informacije

Pružatelj usluga

Concurrent Investment Advisors, LLC

Veličina

126,8 MB

Kategorija

Posao

Kompatibilnost

iPhone: Zahtijeva iOS 13.0 ili noviji.

iPad: Zahtijeva iPadOS 13.0 ili noviji.

iPod touch: Zahtijeva iOS 13.0 ili noviji.

Mac: Zahtijeva macOS 11.0 ili noviji i Mac s čipom Apple M1 ili novijim.

Apple Vision: Zahtijeva visionOS 1.0 ili noviji.

Jezici

hrvatski, arapski, bosanski, bugarski, engleski, francuski, indonezijski, japanski, korejski, malajski, mađarski, nizozemski, njemački, pojednostavnjeni kineski, portugalski, rumunjski, ruski, tajski, talijanski, tradicionalni kineski, vijetnamski, španjolski