Fidelity Charitable vs Holistic Planning+
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Fidelity Charitable
Manage your charitable giving on the go. This app allows you to open a Giving Account, recommend grants to your favorite organizations, and track the status of your contributions and future recommendations. It also provides tools to manage your investment selections and account details.
- Open a Giving Account
- Recommend grants
- Monitor grant status
- View investment selections
- Set up recurring grants
- Nominate NPO Successor
Read full descriptionHide full description
The free Fidelity Charitable ® app lets you: --Open a Giving Account --Recommend grants --Monitor the status of grants and contributions --See future one-time and recurring grant recommendations Easy ways recommend a grant; --From a list of previously supported organizations --By looking up a new organization --Set up future, one-time, or recurring grant recommendations Other convenient features: --View your current Giving Account investment selections. --Change Giving Account name --NPO Successor Nomination To learn more about Fidelity Charitable, go to FidelityCharitable.org. Fidelity Charitable is the brand name for the Fidelity Investments® Charitable Gift Fund, an independent public charity with a donor-advised fund program. Various Fidelity companies provide services to Fidelity Charitable. The Fidelity Charitable logo is a service mark, and Fidelity Charitable and Fidelity are registered service marks, of FMR LLC, used by Fidelity Charitable under license. Giving Account is a registered service mark of the Trustees of Fidelity Charitable. Fidelity Charitable Privacy Policy: https://www.fidelitycharitable.org/legal/privacy-policy.html
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 Fidelity Charitable's 24%. Holistic Planning+ also leads on rating (5.0 vs 4.0) and monetization model (free vs free with in-app purchases). Fidelity Charitable's advantage is ratings volume (20 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 4.0. That said, the two scores are not equally well evidenced: Fidelity Charitable has 20 ratings behind it against 2, so its average is the more settled of the two. Written reviews point the same way: 24% of Fidelity Charitable's written reviews are positive against 100% of Holistic Planning+'s.
Fidelity Charitable ships an update every 5 weeks, Holistic Planning+ every 2 months. The most recent releases landed on September 25, 2026 and June 1, 2026 respectively.
| Parameter | Fidelity Charitable | Holistic Planning+ |
|---|---|---|
| Price | Free | Free |
| Rating | 4.0 (20 ratings) | 5.0 (2 ratings) — better |
| Positive reviews | 23.5% of reviews | 100.0% of reviews — better |
| Number of ratings | 20 — better | 2 |
| Update frequency | Every 5 weeks — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free with in-app purchases | Free — better |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 17.0 | 12.0 — better |
| Further details — not scored | ||
| Size | 232 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | Fidelity Investments | Uptick Partners, LLC |
Customer experience
Fidelity Charitable
Holistic Planning+
In-app purchases
Fidelity Charitable
No in-app purchases
Holistic Planning+
No in-app purchases
Questions
Is Fidelity Charitable free?
Is Holistic Planning+ free?
Which has better reviews, Fidelity Charitable or Holistic Planning+?
Do Fidelity Charitable or Holistic Planning+ have ads?
Which is updated more often, Fidelity Charitable or Holistic Planning+?
Other comparisons
