# Holistic Planning+ vs The Advisor Lab

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.

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.

## The numbers

| Metric | Holistic Planning+ | The Advisor Lab |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[5.0 (2 ratings)](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews)** | — |
| Number of ratings | **2** | — |
| Positive reviews | 100.0% of reviews | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 2 months** | Every 8 months |
| Monetization | Free | — |
| Size | 0 MB | 70 MB |
| Requires iOS | **12.0** | 15.0 |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 4+ | 4+ |
| Developer | [Uptick Partners, LLC](https://appshunter.io/developer/1698877705) | [PCS Retirement, LLC](https://appshunter.io/developer/1443616648) |

## What reviewers say

### 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


### The Advisor Lab

[App page](https://appshunter.io/ios/app/the-advisor-lab/id6479727692)

**Features:** macOS Compatibility

**In-app purchases:** none


## Frequently asked questions

### Is Holistic Planning+ free?

Holistic Planning+ is free to download, with no in-app purchases.

### Is The Advisor Lab free?

The Advisor Lab is free to download, with no in-app purchases.

### Do Holistic Planning+ or The Advisor Lab have ads?

Neither Holistic Planning+ nor The Advisor Lab shows ads.

### Which is updated more often, Holistic Planning+ or The Advisor Lab?

Holistic Planning+ ships an update every 2 months, and The Advisor Lab every 8 months. Most recently, Holistic Planning+ was updated on October 4, 2026 and The Advisor Lab on September 29, 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.*