Holistic Planning+

Planning with Purpose

Free · Designed for iPad

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

Ratings & Reviews

  • 5.0
    out of 5
    2 Ratings

New Previews and Screenshots available

Version 1.4

The developer, Uptick Partners, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Seller
      • Uptick Partners, LLC
    • Size
      • 422.9 KB
    • Category
      • Finance
    • Compatibility
      Requires iOS 12.0 or later.
      • iPhone
        Requires iOS 12.0 or later.
      • iPad
        Requires iPadOS 12.0 or later.
      • iPod touch
        Requires iOS 12.0 or later.
      • Mac
        Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      4+
    • Copyright
      • © copyright 2023 yHLsoft Inc. All Rights Reserved
  • Developer Website
  • Privacy Policy

    • More by Uptick Partners, LLC

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