# Beacon Hill vs Holistic Planning+

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.

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.

## The numbers

| Metric | Beacon Hill | Holistic Planning+ |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [5.0 (7 ratings)](https://appshunter.io/ios/app/beacon-hill/id1325081116/reviews) | [5.0 (2 ratings)](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews) |
| Number of ratings | **7** | 2 |
| Positive reviews | — | 100.0% of reviews |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 6 months | **Every 2 months** |
| Monetization | Free | Free |
| Size | 62 MB | 0 MB |
| Requires iOS | 15.6 | **12.0** |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 4+ | 4+ |
| Developer | [Beacon Hill Private Wealth, LLC](https://appshunter.io/developer/1325081115) | [Uptick Partners, LLC](https://appshunter.io/developer/1698877705) |

## What reviewers say

### Beacon Hill

[App page](https://appshunter.io/ios/app/beacon-hill/id1325081116)

Easily monitor your investment portfolio's performance and asset distribution on the go. This application provides a clear overview of your financial holdings.

**Highlights:** View portfolio values, Check asset allocations, Easy on-the-go access, Clear financial overview

**Features:** macOS Compatibility, Vision Pro support

**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 Beacon Hill free?

Beacon Hill is free to download, with no in-app purchases.

### Is Holistic Planning+ free?

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

### Which has better reviews, Beacon Hill or Holistic Planning+?

Beacon Hill and Holistic Planning+ are both rated 5.0 out of 5 on the App Store, from 7 and 2 ratings respectively.

### Do Beacon Hill or Holistic Planning+ have ads?

Neither Beacon Hill nor Holistic Planning+ shows ads.

### Which is updated more often, Beacon Hill or Holistic Planning+?

Beacon Hill ships an update every 6 months, and Holistic Planning+ every 2 months. Most recently, Beacon Hill was updated on November 2, 2026 and Holistic Planning+ on November 3, 2026.

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