# Fidelity Charitable vs Holistic Planning+

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.

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.

## The numbers

| Metric | Fidelity Charitable | Holistic Planning+ |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [4.0 (20 ratings)](https://appshunter.io/ios/app/fidelity-charitable/id552407907/reviews) | **[5.0 (2 ratings)](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews)** |
| Number of ratings | **20** | 2 |
| Positive reviews | 23.5% of reviews | **100.0% of reviews** |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 5 weeks** | Every 2 months |
| Monetization | Free with in-app purchases | **Free** |
| Size | 232 MB | 0 MB |
| Requires iOS | 17.0 | **12.0** |
| Devices | iPhone, iPad | **iPhone, iPad, iPod** |
| Age rating | 4+ | 4+ |
| Developer | [Fidelity Investments](https://appshunter.io/developer/348177456) | [Uptick Partners, LLC](https://appshunter.io/developer/1698877705) |

## What reviewers say

### Fidelity Charitable

[App page](https://appshunter.io/ios/app/fidelity-charitable/id552407907)

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.

**Highlights:** Open a Giving Account, Recommend grants, Monitor grant status, View investment selections, Set up recurring grants, Nominate NPO Successor

**Features:** macOS Compatibility, Vision Pro support

**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 Fidelity Charitable free?

Fidelity Charitable 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, Fidelity Charitable or Holistic Planning+?

Holistic Planning+ is rated higher. Fidelity Charitable averages 4.0 out of 5 from 20 ratings, while Holistic Planning+ averages 5.0 from 2 ratings.

### Do Fidelity Charitable or Holistic Planning+ have ads?

Neither Fidelity Charitable nor Holistic Planning+ shows ads.

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

Fidelity Charitable ships an update every 5 weeks, and Holistic Planning+ every 2 months. Most recently, Fidelity Charitable was updated on September 25, 2026 and Holistic Planning+ on June 1, 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.*