# Smedley

> Financial app for tracking investments and contacting advisors. (iPhone/iPad app by Smedley Financial Services, Inc.)

- Source: https://appshunter.io/ios/app/smedley/id1560226871 (this page in markdown: same URL + `.md`)
- Developer: [Smedley Financial Services, Inc](https://appshunter.io/developer/1560226873)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2021-03-27
- Data updated: 2026-07-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/smedley/id1560226871/reviews.md

## What is Smedley?

The stock market is always on the move. Use the Smedley Financial app to keep track of your investment account information, balances and easily contact your advisor.

## Key features

- Investment account tracking
- Balance monitoring
- Advisor contact
- Stock market updates


## Frequently asked questions about Smedley

### What can I do with Smedley?

Smedley allows you to track your investment account information and balances. You can also easily contact your financial advisor directly through the app.

### Is Smedley free to use?

Yes, Smedley is available for free. It is offered by Smedley Financial Services, Inc. and has a 5.0-star rating from one user review.

### What devices does Smedley support?

Smedley is designed for iOS devices, including iPhone, iPad, and iPod. It is rated for ages 4 and up.

### How often is Smedley updated?

The latest version of Smedley is 5.19.0, which was last updated on May 29, 2025. This indicates regular updates to the application.

### Is Smedley secure for my financial information?

While the description focuses on tracking and advisor contact, financial apps typically employ security measures. Specific security features are not detailed in the provided information.

### Can I see my transaction history in Smedley?

The app description mentions tracking investment account information and balances. Details about specific transaction history viewing are not explicitly provided.

### Does Smedley offer investment advice?

Smedley facilitates contact with your advisor, suggesting it's a tool for communication and account management rather than providing direct investment advice within the app itself.

### Does Smedley have ads?

No, Smedley does not contain advertisements. The app is free and does not have in-app purchases or ads.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-17

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.16.0 — 2024-12-15

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

## Apps similar to Smedley

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Parali](https://appshunter.io/ios/app/parali/id6443763240) | — | Free | Finance |
| [Greatweek.com](https://appshunter.io/ios/app/greatweekcom/id1662945960) | 5.0 (1) | Free | Finance |

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-24.*