# Holistic Planning+ vs The Bedford Group

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.

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.

## The numbers

| Metric | Holistic Planning+ | The Bedford Group |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [5.0 (2 ratings)](https://appshunter.io/ios/app/holistic-planning-plus/id6452390812/reviews) | [5.0 (2 ratings)](https://appshunter.io/ios/app/the-bedford-group/id6802656723/reviews) |
| Number of ratings | 2 | 2 |
| Positive reviews | 100.0% of reviews | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | Every 2 months | **Every 3 weeks** |
| Monetization | Free | Free |
| Size | 0 MB | 0 MB |
| Requires iOS | **12.0** | 15.6 |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 4+ | 4+ |
| Developer | [Uptick Partners, LLC](https://appshunter.io/developer/1698877705) | [TBG-Bedford Group LLC](https://appshunter.io/developer/6802656725) |

## 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 Bedford Group

[App page](https://appshunter.io/ios/app/the-bedford-group/id6802656723)

Manage your financial assets and communicate directly with your advisory team. Access your wealth information and stay connected with your financial advisors from anywhere.

**Highlights:** Wealth management, Advisory team connection, On-the-go access, Financial asset management, Secure communication

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is Holistic Planning+ free?

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

### Is The Bedford Group free?

The Bedford Group is free to download, with no in-app purchases.

### Which has better reviews, Holistic Planning+ or The Bedford Group?

Holistic Planning+ and The Bedford Group are both rated 5.0 out of 5 on the App Store, from 2 and 2 ratings respectively.

### Do Holistic Planning+ or The Bedford Group have ads?

Neither Holistic Planning+ nor The Bedford Group shows ads.

### Which is updated more often, Holistic Planning+ or The Bedford Group?

Holistic Planning+ ships an update every 2 months, and The Bedford Group every 3 weeks. Most recently, Holistic Planning+ was updated on November 3, 2026 and The Bedford Group on October 31, 2026.

---

*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*