About
Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.
What's New in Plante Moran Wealth
1.96
June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
MoreFAQ
Is Plante Moran Wealth free to use?
Yes, Plante Moran Wealth is available for free. It is exclusively for clients of Plante Moran Financial Advisors (PMFA) and requires authorized access.
What devices does Plante Moran Wealth support?
Plante Moran Wealth is available on iPhone, iPad, and iPod devices.
How secure is Plante Moran Wealth?
Access to Plante Moran Wealth requires authorized login credentials (user ID and password), ensuring that only authenticated clients can view their sensitive financial information.
Can I view all my financial assets and liabilities in Plante Moran Wealth?
Yes, the app allows you to add and view all your financial assets and liabilities in one consolidated location for a comprehensive overview of your financial standing.
How often is Plante Moran Wealth updated?
The latest version of Plante Moran Wealth is 1.95, and it was last updated on May 4, 2026. Updates typically include enhancements and bug fixes to improve performance and security.
What kind of financial information can I access?
You can access an up-to-date view of your financial and investment information, documents, and contact details for your PMFA team. It also provides wealth management, economic, and investment thought leadership.
What is the age rating for Plante Moran Wealth?
Plante Moran Wealth has an age rating of 4+, making it suitable for a wide range of users.
Does Plante Moran Wealth have ads?
No, Plante Moran Wealth does not contain advertisements. As a free app for existing clients, it focuses on providing direct access to financial information without interruptions.
