SMI Private Client
SMI Advisory Services, LLC Finance iPhoneiPadiPod touchApple Watch
SMI Private Client is a free Finance app for iPhone and iPad by SMI Advisory Services, LLC. Rated 5.0/5 from 1 ratings. Requires iOS 10.0.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 65 MB
- Age 17+
- Updated
- Oct 28
- 2023 · v2.0.1155282
Screenshots
About SMI Private Client
The SMI Private Client app allows our clients to check balances, view transactions, track performance, monitor financial plans, view statements and tax forms, and contact their advisor or support team - all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for accessing your monthly statements and tax forms. • Link outside accounts to view complete net worth snapshot. For more information about SMI Private Client, check out www.smiprivateclient.com.
What’s new
Version 2.0.1155282 · Updated October 28, 2023
Updated features and removed bugs.
App privacy
The developer, SMI Advisory Services, LLC, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| SMI Private Client | 5.0 / 5 (1 rating) | Free | October 28, 2023 | |
| Three Bearings FA | – | Free | Nov 15, 2023 | Compare |
| FAS Wealthview | – | Free | Jun 5, 2025 | Compare |
| Breed's Hill Capital Portal | – | Free | Oct 8, 2024 | Compare |
| Kingsbridge Wealth Management | 5.0 / 5 (1) | Free | Dec 2, 2023 | Compare |
| NavigateWealth | 5.0 / 5 (1) | Free | Mar 30, 2026 | Compare |
| Perennial Advisors | – | Free | Nov 20, 2024 | Compare |
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