SMI Private Client app for iPhone and iPad

4.0 ( 8320 ratings )

Reference Finance
Developer: SMI Advisory Services, LLC

Free

Current version: 4.1.2, last update: 4 years ago
First release : 29 Apr 2017
App size: 13.36 Mb

The SMI Private Client Mobile App allows Select and Premier clients to check balances and transactions, track performance, monitor financial plans, view statements and tax forms, and contact their advisors. A separate mobile app for Classic clients is currently in development.