Buttonwood Wealth Mgmt vs Holistic Planning+
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Buttonwood Wealth Mgmt
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Backward-looking reporting used to assess comprehensive performance and tax reporting across investment accounts.
Holistic Planning+
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.
- Real-time portfolio viewing
- Simplified reporting
- Sync held-away accounts
- Accessible from anywhere
- Advisor notifications
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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
Screenshots
Verdict
The clearest difference is update cadence: Holistic Planning+ at every 2 months against Buttonwood Wealth Mgmt's every 7 months. Holistic Planning+ also leads on iOS requirement (12.0 vs 15.6). On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Buttonwood Wealth Mgmt ships an update every 7 months, Holistic Planning+ every 2 months. Both last shipped on November 3, 2026.
| Parameter | Buttonwood Wealth Mgmt | Holistic Planning+ |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (2 ratings) — better |
| Positive reviews | — | 100.0% of reviews |
| Number of ratings | — | 2 — better |
| Update frequency | Every 7 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.6 | 12.0 — better |
| Further details — not scored | ||
| Size | 61 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | Buttonwood Financial Group | Uptick Partners, LLC |
In-app purchases
Buttonwood Wealth Mgmt
No in-app purchases
Holistic Planning+
No in-app purchases
Questions
Is Buttonwood Wealth Mgmt free?
Is Holistic Planning+ free?
Do Buttonwood Wealth Mgmt or Holistic Planning+ have ads?
Which is updated more often, Buttonwood Wealth Mgmt or Holistic Planning+?
Other comparisons
