myAdvisorLink vs Holistic Planning+
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
myAdvisorLink
Access your investment information conveniently from your mobile device. Connect with your financial advisor to get started.
- View investment information
- On-the-go access
- Connect with financial advisor
Read full descriptionHide full description
myAdvisorLink allows you convenient access to view investment information on the go. Sign up with your financial advisor today!
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
Read full descriptionHide full description
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 review sentiment: Holistic Planning+ at 100% against myAdvisorLink's 29%. Holistic Planning+ also leads on rating (5.0 vs 3.4). myAdvisorLink's advantage is ratings volume (11 vs 2). On price, update cadence, 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.
Holistic Planning+ holds the better App Store score, 5.0 against 3.4. That said, the two scores are not equally well evidenced: myAdvisorLink has 11 ratings behind it against 2, so its average is the more settled of the two. Written reviews point the same way: 29% of myAdvisorLink's written reviews are positive against 100% of Holistic Planning+'s.
myAdvisorLink ships an update every 3 months, Holistic Planning+ every 2 months. The most recent releases landed on October 3, 2026 and October 4, 2026 respectively.
| Parameter | myAdvisorLink | Holistic Planning+ |
|---|---|---|
| Price | Free | Free |
| Rating | 3.4 (11 ratings) | 5.0 (2 ratings) — better |
| Positive reviews | 28.6% of reviews | 100.0% of reviews — better |
| Number of ratings | 11 — better | 2 |
| Update frequency | Every 3 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 | 12.0 | 12.0 |
| Further details — not scored | ||
| Size | 0 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | yHLsoft | Uptick Partners, LLC |
Customer experience
myAdvisorLink
Holistic Planning+
In-app purchases
myAdvisorLink
No in-app purchases
Holistic Planning+
No in-app purchases
Questions
Is myAdvisorLink free?
Is Holistic Planning+ free?
Which has better reviews, myAdvisorLink or Holistic Planning+?
Do myAdvisorLink or Holistic Planning+ have ads?
Which is updated more often, myAdvisorLink or Holistic Planning+?
Other comparisons
