Concurrent Client Access

Par Concurrent Investment Advisors, LLC sur AppTrack Ninja.

The Concurrent Client Access App allows enabled clients to access portfolio data, view reports and statements, and communicate with your team in a simple, elegant interface. Requirements: You need to be a client of a Concurrent affiliated team that has been enabled for the app. If you would like to request access, please contact your advisor or a member of their team for assistance.

Catégories: Finance

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