Concurrent Advisors Portal 4+
Concurrent Investment Advisors, LLC
Designed for iPad
-
- Free
Screenshots
Description
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.
What’s New
Version 10.0.4
10.0.4 Version Update
- Performance Enhancement
- Bug Fixes
App Privacy
The developer, Concurrent Investment Advisors, LLC, 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 Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Concurrent Investment Advisors, LLC
- Size
- 133.4 MB
- Category
- Business
- Compatibility
-
- iPhone
- Requires iOS 14.0 or later.
- iPad
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 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
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English, Arabic, Bosnian, Bulgarian, Croatian, Dutch, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Malay, Portuguese, Romanian, Russian, Simplified Chinese, Spanish, Thai, Traditional Chinese, Vietnamese
- Age Rating
- 4+
- Copyright
- © 2024 Concurrent Investment Advisors, LLC
- Price
- Free