Plante Moran Wealth
Finance
Free
Plante Moran Wealth provides Plante Moran Financial Advisors (PMFA) clients on-demand access to investment portfolio information.
Plante Moran Wealth is exclusively for clients of PMFA and requires authorized access using a user ID and password. If you’re interested in access, and are a current PMFA client, reach out to your relationship manager to get started. If you’re not a current client, visit our website at https://www.plantemoran.com/contact-us or call 248-352-2500 and ask to speak with a PMFA relationship manager.
Key features include:
• Up-to-date view of your financial and investment information
• Ability to add and view all financial assets and liabilities in one location
• Document access
• Contact information for your PMFA team
• Wealth management, economic, and investment thought leadership produced by Plante Moran
About Plante Moran Wealth Management:
For over 40 years, Plante Moran Wealth Management has been a leading provider of investment advisory, trust, tax, and insurance services. We have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.
Our firm’s commitment to independence and objectivity means that everything we do is focused on helping you develop and implement the right investment, estate, trust, tax, and insurance strategies. We help you to reach your goals and objectives, in the most collaborative and transparent way.
Ratings & Reviews
• Performance Enhancements
• Bug Fixes
The developer, Plante Moran Financial Advisors, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- PMFA INC
- Size
- 145.4 MB
- Category
- Finance
- Compatibility
Requires iOS 12.4 or later.
- iPhone
Requires iOS 12.4 or later. - iPad
Requires iPadOS 12.4 or later. - iPod touch
Requires iOS 12.4 or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © Black Diamond Wealth Platform