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Plante Moran Wealth for iOS

Developer's Description

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 youre interested in access, and are a current PMFA client, reach out to your relationship manager to get started. If youre 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 firms 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.

Full Specifications

What's new in version 1.32


Release November 7, 2019
Date Added November 7, 2019
Version 1.32

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.


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