Holistic Planning vs Holistic Planning+
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Holistic Planning
Read full descriptionHide full description
CWM Mobile allows you to easily view your portfolio values and allocations, statements, and planning documents, and easily contact your CWM advisor.
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 update cadence: Holistic Planning+ at every 2 months against Holistic Planning's every 6 months. Holistic Planning+ also leads on iOS requirement (12.0 vs 15.6). On price, ads, in-app purchases and device support 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 ships an update every 6 months, Holistic Planning+ every 2 months. The most recent releases landed on October 2, 2026 and October 4, 2026 respectively.
| Parameter | Holistic Planning | Holistic Planning+ |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (2 ratings) — better |
| Positive reviews | — | 100.0% of reviews |
| Number of ratings | — | 2 — better |
| Update frequency | Every 6 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.6 | 12.0 — better |
| Further details — not scored | ||
| Size | 61 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | Comprehensive Wealth Management, LLC | Uptick Partners, LLC |
In-app purchases
Holistic Planning
No in-app purchases
Holistic Planning+
No in-app purchases
Questions
Is Holistic Planning free?
Is Holistic Planning+ free?
Do Holistic Planning or Holistic Planning+ have ads?
Which is updated more often, Holistic Planning or Holistic Planning+?
Other comparisons
