# Plante Moran Wealth > On-demand access to investment portfolio and financial information for PMFA clients. (iPhone/iPad app by PMFA INC.) - Source: https://appshunter.io/ios/app/plante-moran-wealth/id1456771948 (this page in markdown: same URL + `.md`) - Developer: [PMFA INC](https://appshunter.io/developer/1456771947) - Category: Finance - Price: Free - Rating: 4.63/5 from 8 App Store ratings - Age rating: 4+ - Requires: iOS 12.4 · 139 MB - Languages: English - Released: 2019-03-26 - Data updated: 2026-06-24 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/plante-moran-wealth/id1456771948/reviews.md ## What is Plante Moran Wealth? 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. ## Key features - On-demand portfolio access - View financial assets and liabilities - Document access - Team contact information - Financial thought leadership ## Frequently asked questions about Plante Moran Wealth ### 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. ## Version history (last 5 releases) ### 1.96 — 2026-06-13 • Login Security Enhancements • Performance Improvements • Bug Fixes ### 1.95 — 2026-05-04 • User login enhancements • Performance Enhancements • Bug Fixes ### 1.94 — 2026-03-07 • User login enhancements • Performance Enhancements • Bug Fixes ### 1.93 — 2026-01-17 • Updated vault experience • Performance Enhancements • Bug Fixes ### 1.92.1 — 2025-12-22 • Performance Enhancements • Bug Fixes ## Apps similar to Plante Moran Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [Shepherd Wealth Management](https://appshunter.io/ios/app/shepherd-wealth-management/id6473789466) | 5.0 (1) | Free | Finance | | [Panorama Portal](https://appshunter.io/ios/app/panorama-portal/id1606940932) | — | Free | Finance | | [Acumen Wealth Advisors, LLC®](https://appshunter.io/ios/app/acumen-wealth-advisors-llc/id6743840897) | 5.0 (1) | Free | Finance | | [Crownmark Wealth](https://appshunter.io/ios/app/crownmark-wealth/id6746660580) | — | Free | Finance | | [Busey Wealth Management](https://appshunter.io/ios/app/busey-wealth-management/id1616702875) | 2.5 (2) | Free | Finance | | [Modearn](https://appshunter.io/ios/app/modearn/id6450792879) | 5.0 (1) | Free | Finance | ## Related topics [pfs wealth](https://appshunter.io/ios/topics/pfs-wealth) · [cfg wealth](https://appshunter.io/ios/topics/cfg-wealth) · [ip wealth by lynx wealth](https://appshunter.io/ios/topics/ip-wealth-by-lynx-wealth) · [mjp wealth advisors](https://appshunter.io/ios/topics/mjp-wealth-advisors) · [geometric wealth advisors](https://appshunter.io/ios/topics/geometric-wealth-advisors) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-24.*