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.
Free
About
Access and monitor your investment portfolios from any device. View real-time trades, transactions, holdings, and performance. Sync held-away accounts and receive important notifications from your advisor.
✓Real-time portfolio viewing
✓Simplified reporting
✓Sync held-away accounts
✓Accessible from anywhere
✓Advisor notifications
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What's New in Holistic Planning+
1.4
June 9, 2025
New Previews and Screenshots available
User reviews
Developer apps
FAQ
What is Holistic Planning+?
Holistic Planning+ is a finance app that allows you to view your investment portfolios in real time from anywhere. It provides simplified reporting, access to recent trades and transactions, and current portfolio holdings.
Is Holistic Planning+ free to use?
Yes, Holistic Planning+ is available for free. There are no costs associated with downloading or using the core features of the application.
What devices does Holistic Planning+ support?
Holistic Planning+ is designed for Apple devices, including iPhone, iPad, and iPod. It offers accessibility across these platforms.
How often is Holistic Planning+ updated?
The app was last updated on June 9, 2025, indicating a commitment to ongoing maintenance and improvements. The latest version is 1.4.
Can I sync accounts from other institutions with Holistic Planning+?
Yes, Holistic Planning+ allows you to sync held-away accounts, meaning you can consolidate investment information from various sources into one place for easier viewing.
Does Holistic Planning+ have ads?
No, Holistic Planning+ does not contain advertisements. As it is a free application without in-app purchases or ads, users can expect an uninterrupted experience.
What is the age rating for Holistic Planning+?
Holistic Planning+ has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.
How does Holistic Planning+ handle security for my financial data?
While specific security protocols are not detailed, the app's focus on viewing investment data implies a need for secure access. Users should always ensure they are using strong passwords and secure Wi-Fi connections.
