HolisticView 4+
Holistic Planning, 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
Ratings and Reviews
HolisticView is a great app
The mobile app is a great companion to the desktop login and gives me a lot of info when I am on the go. The login process is smooth and I appreciate how intuitive it is.
App Privacy
The developer, Holistic Planning, 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
- Holistic Planning, 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