Holistic Planning+ vs McGlone Suttner
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
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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
McGlone Suttner
Manage your finances securely and conveniently from your mobile device. This application provides the tools to confidently oversee your money anytime, anywhere, all in one accessible location.
- Financial world connectivity
- Money management tools
- Secure access
- Convenient platform
- Easy to use
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Stay connected to your financial world anytime, anywhere. The McGlone Suttner Mobile App gives you the tools you need to manage your money with confidence and ease—all in one secure, convenient place.
Screenshots
Verdict
The clearest difference is update cadence: Holistic Planning+ at every 2 months against McGlone Suttner's every 8 months. On price, rating, ratings volume and ads 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.
On the App Store both sit at effectively the same score — 5.0 for Holistic Planning+ against 5.0 for McGlone Suttner. Both are backed by a comparable volume of ratings — 2 and 1 respectively.
Holistic Planning+ ships an update every 2 months, McGlone Suttner every 8 months. The most recent releases landed on October 4, 2026 and September 23, 2026 respectively.
| Parameter | Holistic Planning+ | McGlone Suttner |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (2 ratings) | 5.0 (1 ratings) |
| Positive reviews | 100.0% of reviews | — |
| Number of ratings | 2 — better | 1 |
| Update frequency | Every 2 months — better | Every 8 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 12.0 | 12.0 |
| Further details — not scored | ||
| Size | 0 MB | 2 MB |
| Age rating | 4+ | 4+ |
| Developer | Uptick Partners, LLC | McGlone Suttner Wealth Management, Inc. |
Customer experience
Holistic Planning+
McGlone Suttner
In-app purchases
Holistic Planning+
No in-app purchases
McGlone Suttner
No in-app purchases
Questions
Is Holistic Planning+ free?
Is McGlone Suttner free?
Which has better reviews, Holistic Planning+ or McGlone Suttner?
Do Holistic Planning+ or McGlone Suttner have ads?
Which is updated more often, Holistic Planning+ or McGlone Suttner?
Other comparisons
