CBTx Mobile Banking vs Holistic Planning+
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
CBTx Mobile Banking
Manage your finances on the go with this secure mobile banking app. Check balances, pay bills, transfer funds, and deposit checks. Locate ATMs and banking centers easily.
- Check account balances
- Pay bills
- Transfer money
- Deposit checks (iPhone only)
- View and activate cash back offers
- Locate ATMs and banking centers
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With CBTx Mobile Banking, you can easily take your banking with you*. Check your balances, pay bills, transfer money, deposit checks (iPhone only), view and activate your cash back offers, and locate ATMs and CBTx banking centers. CBTx’s Mobile Banking app is fast, easy to use, and secure! FEATURES -Pay bills -Access CBTx Purchase Rewards -View check images -Deposit checks (iPhone only) -Check account balances -Find ATM and banking center locations using your phone’s GPS, with no address input required** -Secure 128-bit SSL encryption *Must be a CBTxchange Online Banking user. To sign up go to www.cbtx.com and select Register. **Technology limited to locating ATMs and banking centers only. Check with your wireless carrier for fees that may apply. To learn how we protect your privacy, please visit http://www.cbtxonline.com/home/privacy
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 ratings volume: CBTx Mobile Banking at 3.5K against Holistic Planning+'s 2. Holistic Planning+'s advantage is review sentiment (100% vs 83%) and rating (5.0 vs 4.8). 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 4.8. That said, the two scores are not equally well evidenced: CBTx Mobile Banking has 3.5K ratings behind it against 2, so its average is the more settled of the two. Written reviews point the same way: 83% of CBTx Mobile Banking's written reviews are positive against 100% of Holistic Planning+'s.
CBTx Mobile Banking ships an update every 3 months, Holistic Planning+ every 2 months. The most recent releases landed on October 18, 2026 and October 4, 2026 respectively.
| Parameter | CBTx Mobile Banking | Holistic Planning+ |
|---|---|---|
| Price | Free | Free |
| Rating | 4.8 (3.5K ratings) | 5.0 (2 ratings) — better |
| Positive reviews | 83.3% of reviews | 100.0% of reviews — better |
| Number of ratings | 3.5K — 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, Apple Watch | iPhone, iPad, iPod |
| Requires iOS | 17.0 | 12.0 — better |
| Further details — not scored | ||
| Size | 140 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | Commercial Bank of Texas, N.A. | Uptick Partners, LLC |
Customer experience
CBTx Mobile Banking
Holistic Planning+
Bugs and requests
CBTx Mobile Banking
Reported bugs
2 issues- Inconsistent account balance display
- Delayed transaction notifications
Requested features
3 requests- Push notifications for balance and transactions
- Option to lock debit card
- Improved mobile check deposit functionality
Holistic Planning+
Not enough reviews yet to summarise bugs or requests.
In-app purchases
CBTx Mobile Banking
No in-app purchases
Holistic Planning+
No in-app purchases
Questions
Is CBTx Mobile Banking free?
Is Holistic Planning+ free?
Which has better reviews, CBTx Mobile Banking or Holistic Planning+?
Do CBTx Mobile Banking or Holistic Planning+ have ads?
Which is updated more often, CBTx Mobile Banking or Holistic Planning+?
Other comparisons
