Holistic Planning+ vs The Advisor Lab
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
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
The Advisor Lab
Read full descriptionHide full description
Designed with financial advisors in mind, the Advisor Lab is your most powerful partner for retirement plan growth. Discover opportunities Advanced lead generation with Market Insights to identify and connect with new retirement plan prospects effortlessly. Convert prospects Seal the deal with easy-to-use conversion tools and gain actionable insights with the Advisor Lab Diagnostic report. Manage clients Stand out with a comprehensive advisor toolkit, covering client and investment management, plan health, and participant engagement. Take the next step in growing your retirement plan business with the Advisor Lab today.
Screenshots
Verdict
The clearest difference is update cadence: Holistic Planning+ at every 2 months against The Advisor Lab's every 8 months. Holistic Planning+ also leads on iOS requirement (12.0 vs 15.0). 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 2 months, The Advisor Lab every 8 months. The most recent releases landed on October 4, 2026 and September 29, 2026 respectively.
| Parameter | Holistic Planning+ | The Advisor Lab |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (2 ratings) — better | — |
| Positive reviews | 100.0% of reviews | — |
| Number of ratings | 2 — better | — |
| Update frequency | Every 2 months — better | Every 8 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 12.0 — better | 15.0 |
| Further details — not scored | ||
| Size | 0 MB | 70 MB |
| Age rating | 4+ | 4+ |
| Developer | Uptick Partners, LLC | PCS Retirement, LLC |
In-app purchases
Holistic Planning+
No in-app purchases
The Advisor Lab
No in-app purchases
Questions
Is Holistic Planning+ free?
Is The Advisor Lab free?
Do Holistic Planning+ or The Advisor Lab have ads?
Which is updated more often, Holistic Planning+ or The Advisor Lab?
Other comparisons
