Holistic Planning+
Planning with Purpose
Free · Designed for iPad. Not verified for macOS.
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
New Previews and Screenshots available
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.
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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © copyright 2023 yHLsoft Inc. All Rights Reserved