SMI Private Client vs Cassady Wealth
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.
Cassady Wealth
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The Cassady Wealth and Retirement Planning mobile app allows clients to view their investments, financial planning information, account documentation, as well as easily contact your advisor.
Screenshots
Verdict
The clearest difference is update cadence: Cassady Wealth at every 4 months against SMI Private Client's every 18 months. SMI Private Client's advantage is iOS requirement (10.0 vs 15.6). On price, ads, in-app purchases and device support 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.
SMI Private Client ships an update every 18 months, Cassady Wealth every 4 months. The most recent releases landed on October 10, 2026 and October 25, 2026 respectively.
| Parameter | SMI Private Client | Cassady Wealth |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | — |
| Number of ratings | 1 — better | — |
| Update frequency | Every 18 months | Every 4 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 10.0 — better | 15.6 |
| Further details — not scored | ||
| Size | 65 MB | 53 MB |
| Age rating | 17+ | 4+ |
| Developer | SMI Advisory Services, LLC | Cassady Wealth and Retirement Planning, LLC |
In-app purchases
SMI Private Client
No in-app purchases
Cassady Wealth
No in-app purchases
Questions
Is SMI Private Client free?
Is Cassady Wealth free?
Do SMI Private Client or Cassady Wealth have ads?
Which is updated more often, SMI Private Client or Cassady Wealth?
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