Concurrent Advisors Portal

Business

Free · Designed for iPad. Not verified for macOS.

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.

Ratings & Reviews

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10.11.0 Version Update - Performance Enhancement - Bug Fixes

Version 10.11.0

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

Accessibility

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

Information

Seller
Concurrent Investment Advisors, LLC
Size
155.1 MB
Category
Business
Compatibility
Requires iOS 14.0 or later.
  • 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
English and 21 more
  • 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
16+
  • 16+
  • Learn More
  • Contains
    Unrestricted Web Access
    Messaging and Chat
    User-Generated Content
Copyright
© 2025 Concurrent Investment Advisors, LLC
  • Privacy Policy

    • More by Concurrent Investment Advisors, LLC

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