Curated apps similar to Plante Moran Wealth, ranked by relevance and user ratings.
FLOCK HOMES, INC.
Finance
Flock 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.
QUENT CAPITAL, LLC
Finance
For 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.
SGH Wealth Management, LLC
Finance
SGH Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture.
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.
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.
FINDARTS FINSERV PRIVATE LIMITED
FinanceFinDarts is one-stop shopping for all your Wealth Management needs.
Dominion Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Capital Advisors Wealth Management, LLC
FinanceThe Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface. Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions.
Dakota 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...
Central Provident Fund Board
FinanceCPF Mobile provides you with easy access to your personal CPF information on the go and quick access to your CPF statement and services to manage your CPF.
INVESTBANK
FinanceWhy INVESTRADE INVESTBANK clients can access global investment possibilities across markets and multiple asset classes, whether you are a new or a sophisticated investor you will find INVESTRADE a convenient platform on both web and mobile application where you can invest your money anytime and...
First Oak Wealth Management LLC
FinanceFirst Oak Wealth Management Mobile phone application enables authorized First Oak clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a First Oak user that has been authorized for the phone application. If you would like to request access, please contact...
Global Wealth Strategies & Associates, LLC
FinanceGlobal Wealth Strategies & Associates, LLC Private Client Portal. Provides an on-the-go access to view your accounts and personal balance sheet from anywhere at any time. You can review statements, account activity, and contact your advisor all from within this app.
Fi-Tek, LLC
FinanceGWA lets authorized users access their wealth management portfolio data in a simple, easy to understand user interface. Requirements: You need to be an authorized GWA user to have access to this application. If you would like to request access, please contact your representative at Fi-Tek, LLC.
Marina Wealth Advisors, LLC
FinanceMarina Wealth Advisors (MWA) is a fee-only financial planning and investment management firm for high net worth individuals. You want to spend time with family and create more wealth – we’re here to take the stress of managing your investments and financial life off your hands.
MBI Investment Advisors, Inc.
FinanceThe PensionmarkMeridien Wealth app offers clients access to account details on the go. Use the app to check your account values, performance, transaction history and more. The platform utilizes highly secure layers of control to protect your information.
Tiller Private Wealth, Inc.
FinanceThis App is solely for the investment clients of Tiller Private Wealth, Inc. and is strictly and solely related to investment reporting and secure document sharing.
Legacy Financial Advisors, LLC (U.S.)
FinanceThe Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients. The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.
Putra Aldi Arifin
FinanceThis is a comprehensive investment management application designed for users who desire precise tracking, in-depth analysis, and continuous optimization of their investment portfolios.
Confluence Wealth Services, Inc.
FinanceThe MyConfluence mobile application provides authorized Confluence Financial Partners clients with seamless access to their financial plan, investment accounts, and important documents—all in one secure and intuitive platform.
App information from Apple App Store. Plante Moran Wealth and related trademarks belong to PMFA INC.