Holistic Planning+
Uptick Partners, LLC Finance iPhoneiPadiPod touch
Holistic Planning+ is a free Finance app for iPhone and iPad by Uptick Partners, LLC. Rated 5.0/5 from 2 ratings. Requires iOS 12.0. Updated June 9, 2025.
- Rating
- 5.0
- 2 ratings
- Price
- Free
- on the App Store
- Size
- 1 MB
- Age 4+
- Updated
- Jun 9
- 2025 · v1.4
Screenshots
About Holistic Planning+
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
What’s new
Version 1.4 · Updated June 9, 2025
New Previews and Screenshots available
App privacy
The developer, Uptick Partners, LLC, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Holistic Planning+ | 5.0 / 5 (2 ratings) | Free | June 9, 2025 | |
| Holistic Planning | – | Free | Feb 5, 2026 | Compare |
| Buttonwood Wealth Mgmt | – | Free | Feb 5, 2026 | Compare |
| SYKON Capital | – | Free | Jun 18, 2025 | Compare |
| Wave Wealth | 5.0 / 5 (5) | Free | Jan 31, 2025 | Compare |
| Riskco Portfolio | – | Free | Nov 22, 2023 | Compare |
| Moment: Stock Portfolio | 5.0 / 5 (1) | Free | Oct 20, 2026 | Compare |
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