Apps Like Plante Moran Wealth for iPhone and iPad
Access portfolios, view reports, manage investments
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.
Plante Moran Wealth screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
JM Finn
J.M. FINN & CO.LTD
Protect and nurture wealth across generations.
The app provides swift and secure access to portfolio information. It offers storage for account documentation and a secure messaging function to connect with an investment manager.
AUBWM Total Wealth
Atlantic Union Bank
Track investments and view holdings
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
Investcorp Wealth
Investcorp Holdings B.S.C. (c)
Invest in alternative assets and manage
Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.
Index Fund Advisors
Index Fund Advisors, Inc
Connect with and track your investments
Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.
Vinovest: Bottle your wealth
Vinovest, Inc
Invest in wine and whiskey portfolios
Manage wine and whiskey investments by buying, selling, and storing fine wines and spirits. Track portfolio value, monitor market trends, and receive alerts for price changes and inventory updates.
Rurash Wealth
Rurash Financials Private Limited
Invest in, track, and manage finances
Manage investments, track expenses, and set financial goals. View portfolio performance and receive alerts. Schedule transactions and access account statements. Connect bank accounts and monitor savings progress.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
MD Wealth
MD Wealth Management, LLC
Access accounts, view reports, manage investments
Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.