SMI Private Client app icon

Apps Like SMI Private Client for iPhone and iPad

by SMI Advisory Services, LLC★ 5.01 ratingsFinanceFreeData updated 2026-10-03

SMI Private Client screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Arrowhead Mobile Banking app icon

    Arrowhead Mobile Banking

    Arrowhead Central Credit Union

    View accounts, check balances, manage money

    Check account balances and view statements without logging in. Link external accounts to manage finances in one place. Customize dashboard settings. Receive alerts via , text, or email. Deposit checks using device camera.

    ★ 4.932,491 ratingsFinanceFreeData updated 2026-09-08
  2. Woodforest Mobile Banking app icon

    Woodforest Mobile Banking

    Woodforest National Bank

    Manage finances on the go securely.

    The app helps manage finances with tools to stay connected to accounts, move money, and keep financial life on track. Users can deposit checks, pay bills, and monitor credit scores.

    ★ 4.867,143 ratingsFinanceFreeData updated 2026-09-12
  3. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,608 ratingsFinanceFreeData updated 2026-09-22
  4. Bragg Client Portal app icon

    Bragg Client Portal

    Bragg Financial Advisors, Inc.

    Track expenses, budget, and secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
  5. TaxDome Client Portal app icon

    TaxDome Client Portal

    TaxDome LLC

    Review documents, chat securely, sign agreements, upload

    Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.

    ★ 4.940,758 ratingsFinanceFreeData updated 2026-09-18
  6. T. Rowe Price Personal® app icon

    T. Rowe Price Personal®

    T. Rowe Price

    Track, decide, and invest with confidence.

    The app provides a consolidated view of T. Rowe Price and linked external accounts, showing balances, performance, and net worth.

    ★ 4.622,954 ratingsFinanceFreeData updated 2026-09-30
  7. Thrivent Financial app icon

    Thrivent Financial

    Thrivent Financial For Lutherans

    Track investments and insurance securely

    Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.

    ★ 4.6746 ratingsFinanceFreeData updated 2026-09-06
  8. United Community Mobile app icon

    United Community Mobile

    United Community Banks Inc

    Check balances, transfer funds, deposit checks, set

    Check account balances and transaction history. Pay bills and set up alerts to monitor activity. Transfer money and deposit checks via photo. View account details and manage alerts remotely.

    ★ 4.717,558 ratingsFinanceFreeData updated 2026-09-11
  9. LGE Mobile app icon

    LGE Mobile

    LGE Community Credit Union

    Deposit checks, view transactions, transfer funds, check

    Make check deposits using camera. View transaction history and account balances. Transfer funds between accounts. Pay loans directly. Manage card settings with biometrics. Access statements and send messages.

    ★ 4.932,212 ratingsFinanceFreeData updated 2026-09-08
  10. NYC DCP app icon

    NYC DCP

    New York City Deferred Compensation Plan

    ★ 4.812,422 ratingsFinanceFreeData updated 2026-09-20
  11. Alpine Bank - Alpine Mobile app icon

    Alpine Bank - Alpine Mobile

    Alpine Bank

    Check balances, pay bills, set alerts

    Check account balances and manage accounts remotely. Pay bills, set transaction and balance alerts. Send money via Zelle® to contacts. Add tags, notes, and receipt photos to transactions. Transfer funds between accounts.

    ★ 4.817,709 ratingsFinanceFreeData updated 2026-09-11
  12. Northwestern Mutual app icon

    Northwestern Mutual

    THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC

    View accounts, track performance, pay premiums

    View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.

    ★ 4.811,366 ratingsFinanceFreeData updated 2026-09-11
  13. MyPelican app icon

    MyPelican

    Pelican State Credit Union

    View accounts, loans, and cards anytime

    View accounts, loans, and credit cards. Check balances and analyze transactions. Apply for loans and deposit checks via camera. Reset passwords for online and mobile access. Manage transactions and set up alerts. Sync with Apple Health.

    ★ 4.98,825 ratingsFinanceFreeData updated 2026-09-06
  14. Navigant Credit Union app icon

    Navigant Credit Union

    Navigant Credit Union

    Check balances and make transfers

    Check balances, make transfers, deposit checks, and view electronic statements. Pay bills, send money to individuals or institutions. Control cards by monitoring spending, turning them on/off, setting alerts, and adding travel plans.

    ★ 4.88,927 ratingsFinanceFreeData updated 2026-09-08
  15. DecisionPoint Financial app icon

    DecisionPoint Financial

    DecisionPoint Financial, LLC

    Track expenses, view reports, manage investments, secure

    View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  16. FPCU Mobile Banking app icon

    FPCU Mobile Banking

    Financial Partners Credit Union

    Manage accounts anywhere, anytime, easily.

    The app allows users to manage accounts 24 hours a day. Users can check balances, view transactions, transfer money, deposit checks, and access eStatements.

    ★ 4.919,704 ratingsFinanceFreeData updated 2026-09-19
  17. CoVantage Credit Union app icon

    CoVantage Credit Union

    CoVantage Credit Union

    View balances, track transactions, deposit checks, apply

    View account balances and transaction history. Access fast balances directly from the login screen. Deposit checks remotely. Apply for loans including cards, autos, powersport, marine, and recreational vehicles.

    ★ 4.712,722 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.