SMI Private Client vs Three Arch Wealth

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.

The Three Arch Wealth Client Portal app provides secure, on-demand access to your personalized financial life—anytime, anywhere. View your portfolio, track performance, access key documents, and stay connected with your advisory team, all from one intuitive platform. Features include: - Portfolio balances and performance tracking - Secure document sharing and storage - Asset allocation, asset class returns, and dividend projections - Access to performance reports, account statements, and tax documents - Account aggregation for a complete financial picture Designed exclusively for clients of Three Arch Wealth Management, this app helps you stay informed, organized, and confident in your financial future.