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Last updated on: 2026-06-10
App Store Apps > Finance > SMI Private Client
SMI Private Client icon

SMI Private Client

2.0.1155282
SMI Advisory Services, LLC
5.00
1 reviews
Free

Not recently updated — last update was on 2023-10-28. This app may no longer be actively maintained.
SMI Private Client Screenshot 1 of 3
SMI Private Client Screenshot 2 of 3
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Download from the App Store Android version

About SMI Private Client

SMI Private Client is an overall app developed by SMI Advisory Services, LLC.

Download Statistics

User Ratings

SMI Private Client is rated 5.00 out of 5 stars. The rating is based on one rating ratings.

App Information

SMI Private Client is FREE to download. The APK download size is 65.23 MB. The latest version available is 2.0.1155282. The last update was on October 28, 2023.

Technical Requirements

The app has a content rating of High Maturity. The app has been available on Google Play November 2020.

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.
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More data about SMI Private Client

Price Free to download
Rating 5.00 based on a single rating
Ranking Not ranked
Version 2.0.1155282
App download size 65.2 MB
Maturity High Maturity

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Changelog of SMI Private Client

No changelog data

Developer information for SMI Advisory Services, LLC

SMI Advisory Services, LLC

Address:

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App Store Rankings for SMI Private Client

This app is not ranked

Technologies used by SMI Private Client

Top new apps Today's trending apps Apps other people are watching Popular Overall Apps on sale
Envestnet Client View icon Envestnet Client View
LBMC Investment Advisors LLC icon LBMC Investment Advisors LLC
Spinnaker Client (Legacy) icon Spinnaker Client (Legacy)
Sittner & Nelson Client Portal icon Sittner & Nelson Client Portal
Orgel Wealth Management icon Orgel Wealth Management
Wealthspire Client Portal icon Wealthspire Client Portal
Christian Investors Financial icon Christian Investors Financial
West Financial Advisors, LLC icon West Financial Advisors, LLC

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