Your Financial Hub
Access all of your Concentus Wealth portals, tools, and resources in one place — securely and conveniently.
Your Wealth in Your Pocket
Download the Concentus app to view your financial picture, message your advisor, schedule meetings, and more — all secured with Face ID and SMS verification.
Prefer your browser? Log in at concentus.fynancial.com
Don't have access?
Contact Us or call 610-994-9190 and we'll get you set up.
Don't have access?
Contact Us or call 610-994-9190 and we'll get you set up.
WealthTrak –
Documents
Securely share and access documents with your advisory team — anytime, anywhere.
WealthTrak – Organizer
Organize and aggregate your family's financial information and track your Total Net Worth in real time.
WealthTrak –
Portfolio
Track your portfolio performance and asset allocation with reporting on returns, progress, and fees.
Don't have access to one of these portals? Contact Us or call 610-994-9190 and we'll get you set up.