# Client Access vs Holistic Planning+

The clearest difference is review sentiment: Holistic Planning+ at 100% against Client Access's 28%. Holistic Planning+ also leads on rating (5.0 vs 4.0) and iOS requirement (12.0 vs 15.0). Client Access's advantage is ratings volume (155 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: Client Access has 155 ratings behind it against 2, so its average is the more settled of the two. Written reviews point the same way: 28% of Client Access's written reviews are positive against 100% of Holistic Planning+'s.

Client Access ships an update every 5 weeks, Holistic Planning+ every 2 months. The most recent releases landed on October 9, 2026 and October 4, 2026 respectively.

## The numbers

| Metric | Client Access | Holistic Planning+ |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [4.0 (155 ratings)](https://appshunter.io/ios/app/client-access/id583365721/reviews) | **[5.0 (2 ratings)](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews)** |
| Number of ratings | **155** | 2 |
| Positive reviews | 28.0% of reviews | **100.0% of reviews** |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 5 weeks** | Every 2 months |
| Monetization | Free | Free |
| Size | 74 MB | 0 MB |
| Requires iOS | 15.0 | **12.0** |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 4+ | 4+ |
| Developer | [Raymond James Financial](https://appshunter.io/developer/536927242) | [Uptick Partners, LLC](https://appshunter.io/developer/1698877705) |

## What reviewers say

### Client Access

[App page](https://appshunter.io/ios/app/client-access/id583365721)

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

**Highlights:** View account balances and investment values, Transfer funds and deposit checks, Access market information, Store financial documents securely, Analyze asset allocation, Contact financial advisor

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

**In-app purchases:** none

**What reviewers like**

- 👍 Easy to use interface
- 🚀 Fast performance and quick access to information
- 📊 Comprehensive account and portfolio information
- 🔒 Secure authentication options (Face ID, Touch ID)
- 📱 Mobile check deposit feature works well

**What reviewers complain about**

- 🐛 Persistent login issues and authentication failures
- 🐛 App crashes and freezes frequently
- 📉 Lacks data visualization and charting capabilities
- 📊 Missing critical portfolio information and metrics
- 🔍 Poor search functionality (app not discoverable by bank name)

**Reported bugs**

- Login button greyed out or unresponsive
- Verification codes delayed or stuck in system
- App displays white screen on launch
- Password authentication fails despite correct credentials
- Face ID and Touch ID functionality broken

**Requested features**

- Add graphing and charting capabilities for portfolio performance
- Enable historical data viewing and trend analysis over time
- Implement frozen headers when scrolling through portfolio data
- Add ability to trade mutual funds and stocks
- Display daily change and month-to-date change in account overview


### 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 Client Access free?

Client Access 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, Client Access or Holistic Planning+?

Holistic Planning+ is rated higher. Client Access averages 4.0 out of 5 from 155 ratings, while Holistic Planning+ averages 5.0 from 2 ratings.

### Do Client Access or Holistic Planning+ have ads?

Neither Client Access nor Holistic Planning+ shows ads.

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

Client Access ships an update every 5 weeks, and Holistic Planning+ every 2 months. Most recently, Client Access was updated on October 9, 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.*