# Holistic Planning

> Holistic Planning (iPhone/iPad app by Comprehensive Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/holistic-planning/id6447975426 (this page in markdown: same URL + `.md`)
- Developer: [Comprehensive Wealth Management, LLC](https://appshunter.io/developer/1683146833)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2023-04-20
- Data updated: 2026-02-06
- User reviews in markdown: https://appshunter.io/ios/app/holistic-planning/id6447975426/reviews.md

## What is Holistic Planning?

CWM Mobile allows you to easily view your portfolio values and allocations, statements, and planning documents, and easily contact your CWM advisor.


## Version history (last 5 releases)

### 5.22.1 — 2026-02-05

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.17.1 — 2025-04-15

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.9 — 2024-04-02

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

## Apps similar to Holistic Planning

| App | Rating | Price | Category |
| --- | --- | --- | --- |
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| [Holistic Planning+](https://appshunter.io/ios/app/holistic-planning/id6452390812) | 5.0 (2) | Free | Finance |
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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 2026-02-06.*