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.
