Concenture Wealth 4+

Concenture

Concenture Wealth

Designed for iPad

    • 5.0 • 1 Rating
    • 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

5.0 out of 5
1 Rating

1 Rating

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

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