# Holistic Planning+ — Planning with Purpose

> Investment portfolio tracking and management app with real-time data access. (iPhone/iPad app by Uptick Partners, LLC.)

- Source: https://appshunter.io/ios/app/holistic-planning-plus/id6452390812 (this page in markdown: same URL + `.md`)
- Developer: [Uptick Partners, LLC](https://appshunter.io/developer/1698877705)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 12.0 · 0 MB
- Languages: English
- Released: 2023-07-26
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews.md

## What is Holistic Planning+?

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

## Key features

- Real-time portfolio viewing
- Simplified reporting
- Sync held-away accounts
- Accessible from anywhere
- Advisor notifications

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews.md

### 5/5 — HolisticView is a great app

*2023-07-27*

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.

## Frequently asked questions about Holistic Planning+

### 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.

## Version history (last 5 releases)

### 1.4 — 2025-06-09

New Previews and Screenshots available

### 1.3 — 2025-05-07

new app name and new UI

### 1.2 — 2023-10-02

- App description
- Splash screen
- Fixes

### 1.1 — 2023-07-27

- App description
- Bug fixes

### 1.0 — 2023-07-26

No release notes.

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## More apps by Uptick Partners, LLC

- [Dvorak Financial](https://appshunter.io/ios/app/dvorak-financial/id6504404926)
- [Olympus Wealth](https://appshunter.io/ios/app/olympus-wealth/id6742363678)
- [Coppertree Financial Planning](https://appshunter.io/ios/app/coppertree-financial-planning/id6753968768)
- [Anchor Pointe Financial](https://appshunter.io/ios/app/anchor-pointe-financial/id6760117758)

All apps by Uptick Partners, LLC: https://appshunter.io/developer/1698877705

## Related topics

[holistic planning](https://appshunter.io/ios/topics/holistic-planning)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*