SMI Private Client

Finance

Free

See your complete financial picture and interact with your financial advisor. 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.

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

Updated features and removed bugs.

Version 2.0.1155282

The developer, SMI Advisory Services, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Seller
      • SMI Advisory Services, LLC
    • Size
      • 68.4 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 10.0 or later.
      • iPhone
        Requires iOS 10.0 or later.
      • iPad
        Requires iPadOS 10.0 or later.
      • iPod touch
        Requires iOS 10.0 or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Age Rating
      16+
    • Copyright
      • © 2023 SMI Advisor Services, LLC
  • Developer Website
  • Privacy Policy
  • License Agreement

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