SMI Private Client
50+
Downloads
Everyone
info
About this app
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.
• Single-Sign on to your MoneyGuide account (if applicable).
• Link outside accounts to view complete net worth snapshot.
For more information about SMI Private Client, check out www.smiprivateclient.com.
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.
• Single-Sign on to your MoneyGuide account (if applicable).
• Link outside accounts to view complete net worth snapshot.
For more information about SMI Private Client, check out www.smiprivateclient.com.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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What's new
See your complete financial picture and interact with your financial advisor
