# SMI Private Client vs Cassady Wealth

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.

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.

## The numbers

| Metric | SMI Private Client | Cassady Wealth |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[5.0 (1 ratings)](https://appshunter.io/ios/app/smi-private-client/id1531220093/reviews)** | — |
| Number of ratings | **1** | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 18 months | **Every 4 months** |
| Monetization | Free | — |
| Size | 65 MB | 53 MB |
| Requires iOS | **10.0** | 15.6 |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 17+ | 4+ |
| Developer | [SMI Advisory Services, LLC](https://appshunter.io/developer/1231122989) | [Cassady Wealth and Retirement Planning, LLC](https://appshunter.io/developer/1775189561) |

## 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


### Cassady Wealth

[App page](https://appshunter.io/ios/app/cassady-wealth/id6737195846)

**Features:** macOS Compatibility

**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 Cassady Wealth free?

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

### Do SMI Private Client or Cassady Wealth have ads?

Neither SMI Private Client nor Cassady Wealth shows ads.

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

SMI Private Client ships an update every 18 months, and Cassady Wealth every 4 months. Most recently, SMI Private Client was updated on October 10, 2026 and Cassady Wealth on October 25, 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.*