Holistic Planning+
Holistic Planning+ is made and published by Uptick Partners, LLC. AppBrain is an independent app data site and isn't affiliated with Uptick Partners, LLC. The app name, icon, screenshots and description belong to Uptick Partners, LLC and are shown as published on the App Store.
AppBrain's verdict
- Rating on App Store
- 5.00
- 2 ratings
- Last updated
- June 9, 2025
- Size
- 413.0 KB
It doesn't have enough ratings yet to judge what users think.
User feedback
Ratings and reviews on the App StoreComments on Holistic Planning+ for iOS
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Store listing
By Uptick Partners, LLC, from the App Store
Description by Uptick Partners, LLC Written by the developer, not by AppBrain. Click to read.
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
Safety and technology
Found in the app by AppBrain- Price
- Free
- App size
- 413.0 KB
- Content rating
- Everyone
Technologies used by Holistic Planning+
Releases
Updates seen on the App Store- Version
- 1.4
- Launched
- July 2023
No changelog data
Alternatives
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Rankings
App Store top chartsApp Store Rankings for Holistic Planning+
About the app and developer
About Holistic Planning+
Holistic Planning+ is a finance app developed by Uptick Partners, LLC.
User Ratings
Holistic Planning+ is rated 5.00 out of 5 stars. The rating is based on 2 ratings.
App Information
Holistic Planning+ is freely available from the App Store. The app size is 413.00 kB. The latest version available is 1.4. The last update was on June 9, 2025.
Technical Requirements
The app has a content rating of Everyone. The app has been available on the App Store since July 2023.
Developer information for Uptick Partners, LLC
Address:
Frequently asked questions about Holistic Planning+
Is Holistic Planning+ free?
Yes. Holistic Planning+ is free on the App Store.
Is Holistic Planning+ still available?
Yes. Holistic Planning+ is on the App Store, and the last update we saw was on June 9, 2025.
How large is Holistic Planning+?
Holistic Planning+ is 413.00 kB.
Is Holistic Planning+ suitable for children?
App Store rates the content of Holistic Planning+ as suitable for everyone.
How do people rate Holistic Planning+?
Holistic Planning+ scores 5.00 out of 5 stars, from 2 ratings on the App Store.
Who made Holistic Planning+?
Holistic Planning+ was developed by Uptick Partners, LLC. It is listed in the finance category on the App Store.
What are the best alternatives to Holistic Planning+?
People looking at Holistic Planning+ also look at these finance apps: Holistic Planning, First Bank and Trust Memphis, Henderson FSB Mobile Banking, Orion Wealth Management Portal, Citizens 1st Bank.