Fruitful Registry
Home › Finance
Holistic Planning+ icon

Holistic Planning+

Uptick Partners, LLC
Planning with Purpose
Open in App Store ↗
CA flag CA
USen-USCAen-CACNzh-Hans-CNAENot AvailableALNot AvailableAMNot AvailableATNot AvailableAUNot AvailableAZNot AvailableBANot AvailableBGNot AvailableBHNot AvailableBYNot AvailableCYNot AvailableCZNot AvailableDENot AvailableDKNot AvailableEENot AvailableEGNot AvailableESNot AvailableFINot AvailableFRNot AvailableGBNot AvailableGENot AvailableGRNot AvailableHKNot AvailableHRNot AvailableHUNot AvailableIENot AvailableILNot AvailableIQNot AvailableISNot AvailableITNot AvailableJONot AvailableJPNot AvailableKRNot AvailableKWNot AvailableLBNot AvailableLTNot AvailableLUNot AvailableLVNot AvailableMDNot AvailableMENot AvailableMKNot AvailableMONot AvailableMTNot AvailableNONot AvailableNZNot AvailableOMNot AvailablePLNot AvailablePTNot AvailableQANot AvailableRONot AvailableRSNot AvailableRUNot AvailableSANot AvailableSENot AvailableSINot AvailableSKNot AvailableTRNot AvailableTWNot AvailableUANot AvailableXKNot AvailableYENot Available
3 of 64 storefronts
Content in en-US
Age Rating
4+
Years
Developer
Uptick Partners, LLC
Language
EN
Size
0.4
MB

Information

Apple ID6452390812
Bundle IDcom.holisticplanning.client
SellerSeller
Min iOS12.0
Min macOS11.0
Device familiesiphone, ipad, ipod
Released2023-07-26
Copyright© copyright 2023 yHLsoft Inc. All Rights Reserved
WebsiteLink ↗
Privacy policyLink ↗

Preview 2 platforms

iPhone 4 images

iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot

iPad 4 images

iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot

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 3 of 64 storefronts

RegionLanguagePriceRatingsAvgVersion
US en-USFree25.01.4
CA en-CAFree0—1.4
CN zh-Hans-CNFree0—1.4

Not available in: AE, AL, AM, AT, AU, AZ, BA, BG, BH, BY, CY, CZ, DE, DK, EE, EG, ES, FI, FR, GB, GE, GR, HK, HR, HU, IE, IL, IQ, IS, IT, JO, JP, KR, KW, LB, LT, LU, LV, MD, ME, MK, MO, MT, NO, NZ, OM, PL, PT, QA, RO, RS, RU, SA, SE, SI, SK, TR, TW, UA, XK, YE

Change log 9 changes · CA

✎
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
expanded screenshot