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.
5.0(2 ratings)
Free
Best apps like Holistic Planning
10+ similar apps compared and reviewed
4.2 avg rating
10 free apps
Updated August 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
Personal Financial Plan Wiz by PF Wiz LLC
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0.0(0 ratings)
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This app helps you plan for your lifetime financial goals with a DIY approach. It allows for 'what if' analysis on various financial variables and provides tips to improve your financial forecast. Get started on saving money and assessing your financial future.
Finances - Your Portfolio by Konstantin Akchurin
Everything in one placeWorth Considering
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Easily track your financial assets and monitor their performance over time. Create and manage multiple portfolios with custom names, add or remove assets, and review historical values to understand your financial growth.
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FitnessBank Digital Banking
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Access your accounts securely on the go. Check balances, transfer funds, and find nearby branches or ATMs. This convenient mobile banking app is free for online banking customers.
View account balancesView account transactionsTransfer funds between accounts
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Retirement Investing Simulator
Retire Investment Calculator
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Model your retirement future using historical stock market and inflation data. This simulator runs millions of calculations to show the likelihood of your portfolio outlasting you and how much you might leave to heirs.
Simulates millions of retirement scenariosUses historical stock market data (1871-2020)Calculates portfolio longevity and inheritance
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Balance: Net Worth & Budget
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Effortlessly track your net worth, savings, and investments without logging every transaction. This app provides a clear financial overview, allowing you to monitor assets, debt, and progress towards your goals with customizable account tracking and optional reminders.
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GuGuFin: Asset & Money Tracker
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Empirical: Business Finances
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Automate your expense tracking and maximize tax deductions. This app connects to your bank, identifies potential write-offs, and organizes expenses for easy tax filing. Perfect for freelancers and small business owners seeking a simpler way to manage finances.
Automated expense trackingBank account connection via PlaidPersonalized deduction system
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PlanMode: Retirement Planner
Long-term Financial Planning
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This app helps you plan for your financial future by projecting your wealth over your lifetime. It analyzes potential shortfalls in retirement savings and allows you to test various financial scenarios to ensure you have sufficient resources.
Lifetime wealth projectionsRetirement savings gap analysisScenario testing for financial decisions
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Evergreen Bank Group - Mobile
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Manage your finances on the go with this banking application. Check balances, view transactions, transfer funds, and deposit checks securely. It offers features for bill payment, person-to-person transfers, and personalized financial management tools.
Check account balancesView transaction historyTransfer funds
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