Beacon Hill vs Holistic Planning+
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Beacon Hill
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 values
- Check asset allocations
- Easy on-the-go access
- Clear financial overview
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Beacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.
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 Beacon Hill's every 6 months. Holistic Planning+ also leads on iOS requirement (12.0 vs 15.6). Beacon Hill's advantage is ratings volume (7 vs 2). On price, rating, ads and in-app purchases 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.
On the App Store both sit at effectively the same score — 5.0 for Beacon Hill against 5.0 for Holistic Planning+. Both are backed by a comparable volume of ratings — 7 and 2 respectively.
Beacon Hill ships an update every 6 months, Holistic Planning+ every 2 months. The most recent releases landed on November 2, 2026 and November 3, 2026 respectively.
| Parameter | Beacon Hill | Holistic Planning+ |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (7 ratings) | 5.0 (2 ratings) |
| Positive reviews | — | 100.0% of reviews |
| Number of ratings | 7 — better | 2 |
| Update frequency | Every 6 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.6 | 12.0 — better |
| Further details — not scored | ||
| Size | 62 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | Beacon Hill Private Wealth, LLC | Uptick Partners, LLC |
Customer experience
Beacon Hill
Holistic Planning+
In-app purchases
Beacon Hill
No in-app purchases
Holistic Planning+
No in-app purchases
Questions
Is Beacon Hill free?
Is Holistic Planning+ free?
Which has better reviews, Beacon Hill or Holistic Planning+?
Do Beacon Hill or Holistic Planning+ have ads?
Which is updated more often, Beacon Hill or Holistic Planning+?
Other comparisons
