Plante Moran Wealth

On-demand investment portfolio access exclusively for PMFA clients

iOSApp Store (US)★ 4.6 · 8 ratingsfree

An on-demand mobile app that gives Plante Moran Financial Advisors clients access to their investment portfolio information. It addresses the need to view holdings and account details without contacting an advisor, serving as a dedicated client portal for portfolio review.

Website iOS

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