SMI Private Client vs NavigateWealth
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
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.
- Interactive financial dashboard
- Investment performance tracking
- Document vault for statements
- Link external accounts
- Direct advisor contact
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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.
NavigateWealth
Manage your complete financial picture with an intuitive dashboard, dynamic investment reports, and a secure document vault. This app offers budgeting tools and interactive financial insights in a user-friendly mobile interface.
- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Financial insights
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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 wealth advisor. • And more!
Screenshots
Verdict
The clearest difference is update cadence: SMI Private Client at every 18 months against NavigateWealth's every 44 months. On price, rating, ratings volume and ads there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
On the App Store both sit at effectively the same score — 5.0 for SMI Private Client against 5.0 for NavigateWealth. Both are backed by a comparable volume of ratings — 1 and 1 respectively.
SMI Private Client ships an update every 18 months, NavigateWealth every 44 months. The most recent releases landed on October 10, 2026 and October 4, 2026 respectively.
| Parameter | SMI Private Client | NavigateWealth |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) | 5.0 (1 ratings) |
| Number of ratings | 1 | 1 |
| Update frequency | Every 18 months — better | Every 44 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | 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 | SMI Advisory Services, LLC | NavigateWealth |
Customer experience
SMI Private Client
NavigateWealth
In-app purchases
SMI Private Client
No in-app purchases
NavigateWealth
No in-app purchases
Questions
Is SMI Private Client free?
Is NavigateWealth free?
Which has better reviews, SMI Private Client or NavigateWealth?
Do SMI Private Client or NavigateWealth have ads?
Which is updated more often, SMI Private Client or NavigateWealth?
Other comparisons
