Curated apps similar to Plante Moran Wealth, ranked by relevance and user ratings.
OpenArc Corporate Advisory, LLC
Finance
The OpenArc Client Portal mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor, all at your fingertips.
Invest, save, and track your money
First Ally Capital Limited
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Track and manage investment portfolios with real-time market data. Set savings goals and automate contributions. View performance charts and historical data. Receive alerts for market changes and portfolio updates.
Manage portfolios and track performance
NDVR INC
Finance
View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.
Peterson Wealth Advisors LLC
FinanceThe Peterson Wealth Advisors mobile application empowers our retiree clients by providing seamless access to their client portal.
WOLFE FINANCIAL, INC
FinanceIntegrity Mortgage Group If you’re in the market for a home mortgage loan we have the perfect mortgage calculator for you. With many different loan options we can customize a mortgage payment including FHA,VA,USDA and Conventional loan programs. This does not constitute a commitment to lend.
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.
Nav Consulting Inc
FinanceAll the features of the award-winning NAV Portal in a convenient mobile format. The NAV Portal enables investment managers, investors, and auditors to securely access accounting reports, risk analytics, and portfolio data; generate reports; monitor the status of fund activities, and log inquiries...
Fairhaven Wealth Management, LLC
FinanceMyFairhaven is the smart way to track and manage your account information, balances and easily contact your advisor.
ARZAN FINANCIAL GROUP FOR FINANCING AND INVESTMENT KPSC
FinanceA single online trading account provides the clients with the ability to: Access multi- markets (60+ subject to the company’s strategy) One stop shop to manage their holdings (cash and securities) Allow clients to diversify investments with products across a broad range of global markets and asset...
Dezerv Investments Private Limited
FinanceWith Dezerv, get access to investment expertise that was earlier reserved for the ultra wealthy. Our experts build long term, diversified portfolios for you to manage your hard earned money. These portfolios evolve with time, keeping in mind changing market conditions.
The Capital Group Companies Inc.
FinanceCapital Group Private Client Services clients can access account information wherever and whenever with our mobile app.
Rhame & Gorrell Wealth Management, LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Savvy Wealth, Inc.
FinanceOur app has been designed exclusively for Savvy Wealth clients. Take control of your financial journey with ease, whether you're at home or on the go. We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape.
Envestnet Financial Technologies, Inc.
Finance'Take control of your finances with Envestnet Client View, the mobile app designed to simplify your financial life and empower you to achieve your financial goals. Whether you're a seasoned investor or just starting your financial journey, this app has something for everyone.
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.
Monument Wealth Management, LLC
FinanceWelcome, clients of Monument Wealth Management! This app is specially designed to give you mobile access to your Monument Client Portal.
QUENT CAPITAL, LLC
FinanceFor Quent Capital clients, this mobile application provides an easy way to access your portfolio data from anywhere. You need to be a Quent Capital client that has been authorized for the client portal. If you would like to request access, please contact a member of the Quent Capital team.
WealthCounsel LLC
FinanceThis application is designed to provide WealthCounsel members, and other professionals interested in estate planning and related topics, with access to WealthCounsel community activity.
SGH Wealth Management, LLC
FinanceSGH Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture.
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