# SMI Private Client vs NavigateWealth

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.

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.

## The numbers

| Metric | SMI Private Client | NavigateWealth |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [5.0 (1 ratings)](https://appshunter.io/ios/app/smi-private-client/id1531220093/reviews) | [5.0 (1 ratings)](https://appshunter.io/ios/app/navigatewealth/id1634191588/reviews) |
| Number of ratings | 1 | 1 |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 18 months** | Every 44 months |
| Monetization | Free | Free |
| Size | 65 MB | 65 MB |
| Requires iOS | 10.0 | 10.0 |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 17+ | 17+ |
| Developer | [SMI Advisory Services, LLC](https://appshunter.io/developer/1231122989) | [NavigateWealth](https://appshunter.io/developer/1634191590) |

## What reviewers say

### SMI Private Client

[App page](https://appshunter.io/ios/app/smi-private-client/id1531220093)

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

**In-app purchases:** none


### NavigateWealth

[App page](https://appshunter.io/ios/app/navigatewealth/id1634191588)

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.

**Highlights:** Interactive financial dashboard, Dynamic investment reports, Secure document vault, Budgeting tools, Financial insights

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is SMI Private Client free?

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

### Is NavigateWealth free?

NavigateWealth is free to download, with no in-app purchases.

### Which has better reviews, SMI Private Client or NavigateWealth?

SMI Private Client and NavigateWealth are both rated 5.0 out of 5 on the App Store, from 1 and 1 ratings respectively.

### Do SMI Private Client or NavigateWealth have ads?

Neither SMI Private Client nor NavigateWealth shows ads.

### Which is updated more often, SMI Private Client or NavigateWealth?

SMI Private Client ships an update every 18 months, and NavigateWealth every 44 months. Most recently, SMI Private Client was updated on October 10, 2026 and NavigateWealth on October 4, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*