Home › Finance
US
1 of 1 storefronts
Content in en-US
Content in en-US
Information
Preview 2 platforms
iPhone 4 images
iPad 4 images
What’s New Version 1.4
New Previews and Screenshots available
Description
Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time.
See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more.
KEY FEATURES:
- View portfolios in real time
- Simplified reporting and access
- Sync held-away accounts
- Accessible from anywhere
- Receive notifications from your advisor
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 5 versions
Build 875422763v1.42025-06-09 08:07:34
New Previews and Screenshots available
Build 874575704v1.32025-05-07 12:16:39
new app name and new UI
Build 859170422v1.22023-10-02 12:56:57
- App description
- Splash screen
- Fixes
Build 858784108v1.12023-07-27 17:34:54
- App description
- Bug fixes
Build 858673550v1.02023-07-26 12:31:21
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 2 | 5.0 | 1.4 |
Change log 9 changes · US
✎
releaseNotes updated
New Previews and Screenshots available
✎
description updated
Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time.
See the most recent trades and transactions in yo
✎
subtitle updated
Planning with Purpose
✎
name updated
Holistic Planning+
◆
Version 1.4 released
New Previews and Screenshots available
◆
Version 1.3 released
new app name and new UI
◆
Version 1.2 released
- App description
- Splash screen
- Fixes
◆
Version 1.1 released
- App description
- Bug fixes
◆
Version 1.0 released