Coming Soon: Wealth HorizonTM
Your personal financial information is about to get better
Wealth HorizonTM will be Plante Moran Financial Advisors' new wealth management website. Like WealthLine, it will provide 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
In the meantime, we hope that you continue to use and enjoy WealthLine, your personal finance web site at Plante Moran Financial Advisors.
We are preparing for a smooth transition; please watch for further updates. If you have questions about WealthLine or Wealth HorizonTM in the meantime, please don’t hesitate to contact your Relationship Manager or the Wealth HorizonTM Administrator at wealthhorizonadmin@plantemoran.com.