HolisticView 4+
Uptick Partners, LLC
Designed for iPad
-
- Free
Screenshots
Description
HolisticView provides a clear and simple way for you to view your personal balance sheet 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 1.2
- App description
- Splash screen
- Fixes
App Privacy
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
Information
- Seller
- Uptick Partners, LLC
- Size
- 2.6 MB
- Category
- Finance
- Compatibility
-
- 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
- Price
- Free