About
Access your investment portfolio and financial information on demand. View all your assets and liabilities in one place, access important documents, and connect with your financial advisory team. Stay informed with wealth management insights.
What's New in Plante Moran Wealth
1.99
October 31, 2026
• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements
MoreFAQ
What is Plante Moran Wealth?
Plante Moran Wealth provides Plante Moran Financial Advisors (PMFA) clients with on-demand access to their investment portfolio information, financial assets, liabilities, and important documents.
Who can use Plante Moran Wealth?
This app is exclusively for clients of Plante Moran Financial Advisors (PMFA) and requires authorized access with a user ID and password.
How do I get access to Plante Moran Wealth?
If you are a current PMFA client, reach out to your relationship manager. If you are not a client, visit the Plante Moran website or call 248-352-2500 to speak with a PMFA relationship manager.
What kind of financial information can I see in Plante Moran Wealth?
You can view an up-to-date overview of your financial and investment information, add and view all financial assets and liabilities in one location, and access important documents.
Does Plante Moran Wealth have ads?
No, Plante Moran Wealth does not contain advertisements.
What devices is Plante Moran Wealth available on?
Plante Moran Wealth is available on iPhone, iPad, and iPod devices.
How often is Plante Moran Wealth updated?
The latest version of Plante Moran Wealth is 1.99, and it was last updated on October 31, 2026.
What is the user rating for Plante Moran Wealth?
Plante Moran Wealth has a rating of 4.6 stars based on 8 ratings.
