SMI Private Client 17+
SMI Advisory Services, LLC
-
- Free
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
- © 2020 SMI Advisor Services, LLC
- Price
- Free
Supports
-
Family Sharing
With Family Sharing set up, up to six family members can use this app.