Best Holistic Planning+ alternatives: apps like Holistic Planning+

10+ similar apps compared and reviewed

5.0 avg rating
10 free apps
Updated November 2026

Looking for something like Holistic Planning+? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to Holistic Planning+

More apps like Holistic Planning+

4
Wave Wealth
Wave Wealth
Wave Wealth
by Wave Wealth Management LLC
Free

Manage your financial accounts and access important documents from your advisor. View a comprehensive financial picture and securely access statements. Face ID is available for quick and easy access.

Comprehensive financial overviewAccount managementSchwab statement access
💰 Finance
(5)
free
5
Beacon Hill
Beacon Hill
Beacon Hill
by Beacon Hill Private Wealth LLC
Free

Easily monitor your investment portfolio's performance and asset distribution on the go. This application provides a clear overview of your financial holdings.

View portfolio valuesCheck asset allocationsEasy on-the-go access
💰 Finance
(7)
free
6
Riskco Portfolio
Riskco Portfolio
Riskco Portfolio
Investment Management
Free
💰 Finance
(0)
7
Moment: Stock Portfolio
Moment: Stock Portfolio
Moment: Stock Portfolio
Investment & Stock Tracker
Free

Consolidate all your investments from various accounts into a single, private dashboard. Track stocks, analyze performance with interactive charts, and gain insights into your portfolio's industry and tax exposure. Capture investment decisions and research notes privately.

Multi-account dashboardInteractive portfolio chartLive stock prices
💰 Finance
(1)
free
8
The Bedford Group
The Bedford Group
The Bedford Group
by TBG-Bedford Group LLC
Free

Manage your financial assets and communicate directly with your advisory team. Access your wealth information and stay connected with your financial advisors from anywhere.

Wealth managementAdvisory team connectionOn-the-go access
💰 Finance
(2)
free
9
Compound Interest Tool
Compound Interest Tool
Compound Interest Tool
Calculate compound interest
Free
💰 Finance
(0)
10
SC&H Wealth
SC&H Wealth
SC&H Wealth
by SC&H Financial Advisors, Inc.
Free
💰 Finance
(0)