Altruist Client vs Holistic Planning+
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Altruist Client
Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.
- View account balances and returns
- Track transactions and transfers
- Analyze investment allocations
- See detailed asset breakdown
- Access financial advisor
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Altruist gives you full access to your investments and your Altruist financial advisor. Download the Altruist Client app to view and track the progress of your investments so you can feel good about your money. • View performance with key metrics like account balances, time-weighted returns, and earnings • Stay on top of transfers, deposits, withdrawals, and other important transactions • Gain insight into your investment allocations, including a detailed breakdown of exactly what you own Altruist is only available by invite from your financial advisor. If you’ve already created your account, download the Altruist Client app and log in to get started 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
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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 review sentiment: Holistic Planning+ at 100% against Altruist Client's 51%. Holistic Planning+ also leads on rating (5.0 vs 4.8) and iOS requirement (12.0 vs 15.1). Altruist Client's advantage is ratings volume (1.6K vs 2) and update cadence (fortnightly vs every 2 months). On price, ads, in-app purchases and monetization model 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 4.8. That said, the two scores are not equally well evidenced: Altruist Client has 1.6K ratings behind it against 2, so its average is the more settled of the two. Written reviews point the same way: 51% of Altruist Client's written reviews are positive against 100% of Holistic Planning+'s.
Altruist Client ships an update fortnightly, Holistic Planning+ every 2 months. The most recent releases landed on September 20, 2026 and June 1, 2026 respectively.
| Parameter | Altruist Client | Holistic Planning+ |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (1.6K ratings) | 5.0 (2 ratings) — better |
| Positive reviews | 50.7% of reviews | 100.0% of reviews — better |
| Number of ratings | 1.6K — better | 2 |
| Update frequency | Fortnightly — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPod | iPhone, iPad, iPod — better |
| Requires iOS | 15.1 | 12.0 — better |
| Further details — not scored | ||
| Size | 84 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | Altruist | Uptick Partners, LLC |
Customer experience
Altruist Client
Holistic Planning+
Bugs and requests
Altruist Client
Reported bugs
5 issues- Black screen issues
- Face ID/biometric login not working
- Graphs and data displaying incorrectly
- Frequent app updates required
- Inability to access accounts on non-app platforms
Requested features
5 requests- Dark mode option
- Intraday charts and performance data
- Detailed portfolio analytics and breakdowns
- iPad-optimized app
- Improved account management features
Holistic Planning+
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Altruist Client
No in-app purchases
Holistic Planning+
No in-app purchases
Questions
Is Altruist Client free?
Is Holistic Planning+ free?
Which has better reviews, Altruist Client or Holistic Planning+?
Do Altruist Client or Holistic Planning+ have ads?
Which is updated more often, Altruist Client or Holistic Planning+?
Other comparisons
