Comparison

North Berkeley Wealth vs SMI Private Client

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head

North Berkeley Wealth

★ 5.01 ratingsView app →

About

North Berkeley Wealth

Features

Read full description

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – 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 securely viewing files from your financial advisor. • And more!

About

SMI Private Client

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.

Highlights

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

Read full 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.

Screenshots

North Berkeley Wealth3 screens

SMI Private Client3 screens

Verdict

The call

North Berkeley Wealth and SMI Private Client are too close to call on the numbers: across 6 compared parameters — price, update cadence, ads and in-app purchases among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.

Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS

CostPrice · In-app purchases · Ads · Monetization

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

UpkeepUpdate frequency

North Berkeley Wealth ships an update every 26 months, SMI Private Client every 18 months. The most recent releases landed on October 15, 2026 and October 10, 2026 respectively.

ScorecardNo meaningful differences

North Berkeley Wealth versus SMI Private Client: the parameters behind the verdict, then further details
Parameter	North Berkeley Wealth	SMI Private Client
Price	Free	Free
Rating	—	5.0 (1 ratings) — better
Number of ratings	—	1 — better
Update frequency	Every 26 months	Every 18 months — better
Ads	No	No
In-app purchases	No	No
Monetization	—	Free
Devices	iPhone, iPad, iPod	iPhone, iPad, iPod
Requires iOS	10.0	10.0
Further details — not scored
Size	65 MB	65 MB
Age rating	17+	17+
Developer	North Berkeley Investment Partners, LLC	SMI Advisory Services, LLC

In-app purchases

None

North Berkeley Wealth

No in-app purchases

None

SMI Private Client

No in-app purchases

Questions

Is North Berkeley Wealth free?

North Berkeley Wealth is free to download, with no in-app purchases.

Is SMI Private Client free?

SMI Private Client is free to download, with no in-app purchases.

Do North Berkeley Wealth or SMI Private Client have ads?

Neither North Berkeley Wealth nor SMI Private Client shows ads.

Which is updated more often, North Berkeley Wealth or SMI Private Client?

North Berkeley Wealth ships an update every 26 months, and SMI Private Client every 18 months. Most recently, North Berkeley Wealth was updated on October 15, 2026 and SMI Private Client on October 10, 2026.