# Buttonwood Wealth Mgmt vs Holistic Planning+

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.

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.

## The numbers

| Metric | Buttonwood Wealth Mgmt | Holistic Planning+ |
| --- | --- | --- |
| Price | Free | Free |
| Rating | — | **[5.0 (2 ratings)](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews)** |
| Number of ratings | — | **2** |
| Positive reviews | — | 100.0% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 7 months | **Every 2 months** |
| Monetization | — | Free |
| Size | 61 MB | 0 MB |
| Requires iOS | 15.6 | **12.0** |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 4+ | 4+ |
| Developer | [Buttonwood Financial Group](https://appshunter.io/developer/1270857131) | [Uptick Partners, LLC](https://appshunter.io/developer/1698877705) |

## What reviewers say

### Buttonwood Wealth Mgmt

[App page](https://appshunter.io/ios/app/buttonwood-wealth-mgmt/id1270857132)

**Features:** macOS Compatibility

**In-app purchases:** none


### Holistic Planning+

[App page](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812)

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.

**Highlights:** Real-time portfolio viewing, Simplified reporting, Sync held-away accounts, Accessible from anywhere, Advisor notifications

**Features:** macOS Compatibility

**In-app purchases:** none


## Frequently asked questions

### Is Buttonwood Wealth Mgmt free?

Buttonwood Wealth Mgmt is free to download, with no in-app purchases.

### Is Holistic Planning+ free?

Holistic Planning+ is free to download, with no in-app purchases.

### Do Buttonwood Wealth Mgmt or Holistic Planning+ have ads?

Neither Buttonwood Wealth Mgmt nor Holistic Planning+ shows ads.

### Which is updated more often, Buttonwood Wealth Mgmt or Holistic Planning+?

Buttonwood Wealth Mgmt ships an update every 7 months, and Holistic Planning+ every 2 months. Most recently, Buttonwood Wealth Mgmt was updated on November 3, 2026 and Holistic Planning+ on November 3, 2026.

---

*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*