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Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time

Holistic Planning+

by Uptick Partners, LLC
iPhone iPad
FREE in the App Store

What is it about?

Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time.

App Details

Version
1.4
Rating
(3)
Size
0Mb
Genre
Finance
Last updated
June 9, 2025
Release date
July 26, 2023
More info

App Screenshots

App Store 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

Get it for FREE in the App Store
Disclaimer:
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