# myAdvisorLink vs Holistic Planning+

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.

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.

## The numbers

| Metric | myAdvisorLink | Holistic Planning+ |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [3.4 (11 ratings)](https://appshunter.io/ios/app/myadvisorlink/id1476566968/reviews) | **[5.0 (2 ratings)](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews)** |
| Number of ratings | **11** | 2 |
| Positive reviews | 28.6% of reviews | **100.0% of reviews** |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 3 months | **Every 2 months** |
| Monetization | Free | Free |
| Size | 0 MB | 0 MB |
| Requires iOS | 12.0 | 12.0 |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 4+ | 4+ |
| Developer | [yHLsoft](https://appshunter.io/developer/956412027) | [Uptick Partners, LLC](https://appshunter.io/developer/1698877705) |

## What reviewers say

### myAdvisorLink

[App page](https://appshunter.io/ios/app/myadvisorlink/id1476566968)

Access your investment information conveniently from your mobile device. Connect with your financial advisor to get started.

**Highlights:** View investment information, On-the-go access, Connect with financial advisor

**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 myAdvisorLink free?

myAdvisorLink 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, myAdvisorLink or Holistic Planning+?

Holistic Planning+ is rated higher. myAdvisorLink averages 3.4 out of 5 from 11 ratings, while Holistic Planning+ averages 5.0 from 2 ratings.

### Do myAdvisorLink or Holistic Planning+ have ads?

Neither myAdvisorLink nor Holistic Planning+ shows ads.

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

myAdvisorLink ships an update every 3 months, and Holistic Planning+ every 2 months. Most recently, myAdvisorLink was updated on October 3, 2026 and Holistic Planning+ on October 4, 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.*