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.




250+ iOS apps curated and reviewed
If you already know Holistic Planning+, this is the deeper bench. 250+ holistic planning apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of September 2026.
| # | App | Price | Rating | Ads | In-App Purchases | Updated | |
|---|---|---|---|---|---|---|---|
| 1 | Free | 5.0★ (2) | No | No | May 2026 | ||
| 2 | Free | — | No | No | May 2026 | ||
| 3 | Free | 4.6★ (2.2K) | No | Yes | Sep 2026 | ||
| 4 | Free | — | No | Yes | May 2026 | ||
| 5 | Free | — | No | No | May 2026 | ||
| 6 | Free | — | No | No | May 2026 | ||
| 7 | Free | — | No | No | May 2026 | ||
| 8 | Free | 3.0★ (1) | No | Yes | Jun 2026 |




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.










This app helps families plan healthy, home-cooked meals with a vast recipe library. It generates customizable meal plans and shopping lists, reducing food waste and saving money. Supports various dietary goals and integrates with grocery delivery services.