Wealthscape Investor℠
National Financial Services LLC
Finance
Use Wealthscape Investor to access your managed brokerage accounts from anywhere.
Free
Finding alternatives to
Top 19 Alternatives
Curated apps similar to Plante Moran Wealth, ranked by relevance and user ratings.
My Westlake Portfolio
Make payments and manage accounts
Westlake Services, Llc
Finance
Manage accounts, make payments, sign up for recurring payments, and access payoff information. View account details and transaction history. Receive notifications for account activity.
Free
Investor-Portal
AppFolio
Finance
The Investor Portal provides Real Estate investors a centralized hub to view your investments and updates from your Investment Manager. • Track investment performance • View and sign key documents & reports • Get real-time project updates • Submit interest in new offerings
Free
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#4 
MyFallon Member Portal
FALLON COMMUNITY HEALTH PLAN, INC.
FinanceMyFallon is the secure member portal for Fallon Health members. By logging on to the portal, members have access to tools to manage their plan. With MyFallon, members can: - Change or select a primary care provider (PCP). - View and order member ID cards.
Free -
#5 
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
FinanceSecurely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime.
Free -
#6 
Fruitful: Finances figured out
Fruitful, Inc.
FinanceThe Fruitful mobile app is available exclusively to Fruitful members who have signed up at fruitful.com to access 1-to-1 financial guidance from a CFP® professional and Fruitful banking products. Please log in using your member username and password to schedule 1-to-1 video sessions, chat with...
Free -
#7 
Moneyfarm: Investing & Saving
MFM Investment Ltd
FinanceWealth, together. Discover investment solutions for a broad range of wealth goals, backed by our smart technology and the expertise of our dedicated investment consultants, ready to guide you on your journey. Get started today in three simple steps: 1. Answer a few simple questions 2.
Free -
#8 
NB Private Wealth
Neuberger Berman Group LLC
FinanceAccess to your NB Private Wealth portfolio is now at your fingertips – anytime, anywhere. With the NB Private Wealth app, you can: • Sign in securely with Face ID / Touch ID and multifactor authentication (MFA).
Free -
#9 
Pinnacle Wealth
Pinnacle Wealth Planning Services, Inc
FinanceThis app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.
Free -
#10 
MD Wealth
MD Wealth Management, LLC
FinanceMD Wealth Management client portal
Free -
#11 
Composition Wealth Portal
Composition Wealth, LLC
FinanceThe Composition Wealth mobile phone application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a Composition Wealth client authorized to use the phone application.
Free -
#12 
Wealth Partners Alliance
Wealth Partners Alliance, LLC
FinanceThe Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a simple, elegant interface. Requirements: You need to be a client of Wealth Partners Alliance that has been enabled for...
Free -
#13 
Mayflower Advisors
Mayflower Advisors, LLC
FinanceMayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal...
Free -
#14 
PFG Private Wealth
PFG Private Wealth Management, LLC
FinancePFG Private Wealth Management Stay in control of your financial world—anytime, anywhere. The PFG WealthLink App is your personal wealth companion, giving you instant access to your portfolio, financial plan, and advisor support—all in a secure, easy-to-use platform.
Free -
#15 
Paragon Advisor
Paragon Advisors, LLC
FinanceParagon Financial Advisors Mobile App allows you to easily view your portfolio values and allocations as well as contact your Advisor.
Free -
#16 
FTWA Wealth Access
FifthThird Bank
FinanceFifth Third Wealth Advisors (FTWA) provides account access through Wealth Access. By working with your FTWA advisor, you can always be in touch with your financial goals.
Free -
#17 
Alliance Wealth
Alliance Wealth Advisors, LLC
FinanceYour Alliance Client Portal can help with: -Monitoring your personal balance sheet -View your investment accounts managed by Alliance -Store, share, and send key documents with our team of advisors -Link external accounts by using our account aggregation tool
Free -
#18 
SSWP Client Access
SageSpring Wealth Partners, LLC
FinanceView your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.
Free -
#19 
Flock Homes Client Portal
FLOCK HOMES, INC.
FinanceFlock Homes helps investors stay connected to their real estate portfolios — anytime, anywhere. With the Flock Investor Portal app, you can view your ownership, track fund performance, and access detailed information about the homes and markets that make up your portfolio.
Free
App information from Apple App Store. Plante Moran Wealth and related trademarks belong to PMFA INC.