Introducing: Wealth Horizon^TM

Your personal wealth management website now has enhanced functionality!  

Wealth Horizon^TM is Plante Moran Financial Advisors' new wealth management website. Like WealthLine, it provides you with investment information, but include new features. Your Plante Moran Financial Advisors representative can provide you with more information, but here are highlights of some of the new capabilities:

You will be able to see:

• Your portfolio holdings (data as of the most recent information provided by your financial institution, custodian or in some cases you) 
• Inquiries, views and reports, which provide information on asset class performance, securities, positions and transactions.
• Secure access to reports prepared for you. 
• More detailed views through use of drill-down functionality 
• Customizable and editable inquiries, which can be saved and run again 
• Inquiry results that can be exported or downloaded 
• Detailed securities information

If you have questions about Wealth Horizon^TM, please don’t hesitate to contact your Relationship Manager or the Wealth Horizon^TM Administrator at wealthhorizonadmin@plantemoran.com.