Best apps like Holistic Planning+

myAdvisorLink

by Advyzon

Free

Access your investment information conveniently from your mobile device. Connect with your financial advisor to get started.

Fidelity Charitable

by Fidelity Investments

Free

Manage your charitable giving on the go. This app allows you to open a Giving Account, recommend grants to your favorite organizations, and track the status of your contributions and future recommendations. It also provides tools to manage your investment selections and account details.

Altruist Client

The way money should feel.

Free

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

Schwab Advisor Center® Mobile

by The Charles Schwab Corporation

Free

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

Client Access

by Raymond James Financial

Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

Schwab Mobile

Own your tomorrow®

Free

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

Huntington Mobile Banking

Access bank accounts on the go

Free

Manage your Huntington accounts, pay bills, deposit checks, and transfer funds securely from your mobile device. The app offers budgeting tools, real-time alerts, and card management features to help you stay on top of your finances.