Concenture Wealth 4+
Concenture
Concenture Wealth
Designed for iPad
-
- Free
Screenshots
Description
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.
What’s New
Version 1.0.3
Minor bug fixes
Ratings and Reviews
App Privacy
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
Information
- Seller
- Concenture Wealth Management, LLC
- Size
- 80.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Concenture Wealth
- Price
- Free