Holistic Planning+ vs The Bedford Group
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
The Bedford Group
Manage your financial assets and communicate directly with your advisory team. Access your wealth information and stay connected with your financial advisors from anywhere.
- Wealth management
- Advisory team connection
- On-the-go access
- Financial asset management
- Secure communication
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Manage your wealth and connect with your dedicated advisory team on the go.
Screenshots
Verdict
The clearest difference is update cadence: The Bedford Group at every 3 weeks against Holistic Planning+'s every 2 months. Holistic Planning+'s advantage is iOS requirement (12.0 vs 15.6). 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 The Bedford Group. Both are backed by a comparable volume of ratings — 2 and 2 respectively.
Holistic Planning+ ships an update every 2 months, The Bedford Group every 3 weeks. The most recent releases landed on November 3, 2026 and October 31, 2026 respectively.
| Parameter | Holistic Planning+ | The Bedford Group |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (2 ratings) | 5.0 (2 ratings) |
| Positive reviews | 100.0% of reviews | — |
| Number of ratings | 2 | 2 |
| Update frequency | Every 2 months | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 12.0 — better | 15.6 |
| Further details — not scored | ||
| Size | 0 MB | 0 MB |
| Age rating | 4+ | 4+ |
| Developer | Uptick Partners, LLC | TBG-Bedford Group LLC |
Customer experience
Holistic Planning+
The Bedford Group
In-app purchases
Holistic Planning+
No in-app purchases
The Bedford Group
No in-app purchases
Questions
Is Holistic Planning+ free?
Is The Bedford Group free?
Which has better reviews, Holistic Planning+ or The Bedford Group?
Do Holistic Planning+ or The Bedford Group have ads?
Which is updated more often, Holistic Planning+ or The Bedford Group?
Other comparisons
