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.
• 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.
Bug fixes and performance improvements.
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
- SMI Advisory Services, LLC
- 70.1 MB
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Unrestricted Web Access
- © 2020 SMI Advisor Services, LLC
With Family Sharing set up, up to six family members can use this app.