Concurrent Client Access im Vergleich zu Family Wealth Solutions Nutzung und Statistiken
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.
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
The Family Wealth Solutions Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Family Wealth Solutions Team in a simple, elegant interface.
Requirements: You need to be a client of Family Wealth Solutions that has been enabled for the app. If you would like to request access, please contact your Family Wealth Solutions Team.
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
Concurrent Client Access VS. 
Family Wealth SolutionsDezember 30, 2024