# SMI Private Client

> Secure mobile finance management for clients to track investments and connect with advisors. (iPhone/iPad app by SMI Advisory Services, LLC.)

- Source: https://appshunter.io/ios/app/smi-private-client/id1531220093 (this page in markdown: same URL + `.md`)
- Developer: [SMI Advisory Services, LLC](https://appshunter.io/developer/1231122989)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2020-11-24
- Data updated: 2026-06-11
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/smi-private-client/id1531220093/reviews.md

## What is SMI Private Client?

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.

## Key features

- Interactive financial dashboard
- Investment performance tracking
- Document vault for statements
- Link external accounts
- Direct advisor contact


## Frequently asked questions about SMI Private Client

### 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.

## Version history (last 3 releases)

### 2.0.1155282 — 2023-10-28

Updated features and removed bugs.

### 2.0.733460 — 2020-12-02

Bug fixes and performance improvements.

### 2.0.730361 — 2020-11-24

No release notes.

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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 2026-06-11.*