Screenshots

Description

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 2.0.733460

Bug fixes and performance improvements.

App Privacy

The developer, SMI Advisory Services, LLC, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer's privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Information

Seller
SMI Advisory Services, LLC
Size
70.1 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages
Age Rating
17+
Unrestricted Web Access
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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