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App Store Apps > Finance > Holistic Planning+
App profile & analytics · Finance · Data updated 2026-10-02
Holistic Planning+ icon

Holistic Planning+

by Uptick Partners, LLC · Free · Version 1.4
Availability On the App Store since July 2023 ↗
Rating on App Store
5.00/5
2 ratings
Rating
5.00
2 reviews
Best rank
–
not in the top lists
Last updated
June 9, 2025
1.4
AppBrain's verdict

It doesn't have enough ratings yet to judge what users think.

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.

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.

Description by Uptick Partners, LLC (from the App Store)
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
Show more Show less

Screenshots

Holistic Planning+ Screenshot 1 of 4
Holistic Planning+ Screenshot 2 of 4
Holistic Planning+ Screenshot 3 of 4
Holistic Planning+ Screenshot 4 of 4
Screenshots by Uptick Partners, LLC, from the the App Store listing
5.00 · 2 reviews
Official page on the App Store

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Holistic Planning icon Holistic Planning
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BP Federal Credit Union icon BP Federal Credit Union
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More from Uptick Partners, LLC

Olympus Wealth icon Olympus Wealth
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Changelog of Holistic Planning+

No changelog data

Developer information for Uptick Partners, LLC

Uptick Partners, LLC

Address:

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Comments on Holistic Planning+ for iOS

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App Store Rankings for Holistic Planning+

This app is not ranked

Technologies used by Holistic Planning+

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, Bank Central - Colorado.

Top new apps Today's trending apps Apps other people are watching Price drops on Google Play Popular Finance Apps
Holistic Planning icon Holistic Planning
First Bank and Trust Memphis icon First Bank and Trust Memphis
Henderson FSB Mobile Banking icon Henderson FSB Mobile Banking
Orion Wealth Management Portal icon Orion Wealth Management Portal
Bank Central - Colorado icon Bank Central - Colorado
Citizens 1st Bank icon Citizens 1st Bank
STRIVE by Aldiracita Sekuritas icon STRIVE by Aldiracita Sekuritas
BP Federal Credit Union icon BP Federal Credit Union
Overview Alternatives Reviews Rankings Technology
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