SMI Private Client

SMI Private Client

by SMI Advisory Services, LLC

1 ratings
Free

Rating summary
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0
0
0
0

Details

  • Released
  • Updated
  • November 24, 2020
  • October 28, 2023
SMI Private Client screenshot #1 for iPhone
SMI Private Client screenshot #2 for iPhone
SMI Private Client screenshot #3 for iPhone
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About

Manage your finances with this secure and user-friendly mobile app. Track investments, view statements, and connect with your advisor. Get a complete financial overview on an interactive dashboard.

Interactive financial dashboard
Investment performance tracking
Document vault for statements
Link external accounts
Direct advisor contact
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What's New in SMI Private Client

2.0.1155282

October 28, 2023

Updated features and removed bugs.

FAQ

What can I do with SMI Private Client?

SMI Private Client allows you to check balances, view transactions, track investment performance, monitor financial plans, access statements and tax forms, and contact your advisor or support team.

Is SMI Private Client secure?

Yes, the app is designed to be secure and easy to use for managing your financial information.

What devices support SMI Private Client?

SMI Private Client is available for iPhone and iPad devices.

How often is SMI Private Client updated?

The latest version was released on October 28, 2023, indicating regular updates to maintain functionality and security.

Does SMI Private Client have ads?

No, SMI Private Client does not contain advertisements.

What is the age rating for SMI Private Client?

SMI Private Client has an age rating of 17+, suitable for mature users managing their finances.

Can I link external accounts to SMI Private Client?

Yes, you can link outside accounts to view a complete net worth snapshot within the app.

Where can I find more information about SMI Private Client?

More information about SMI Private Client can be found on their official website at www.smiprivateclient.com.