Holistic Planning app icon

Apps Like Holistic Planning for iPhone and iPad

by Comprehensive Wealth Management, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Holistic Planning screenshots

Ranked alternatives

Showing 181–200 of 1,000 ranked alternatives.

  2. Running Point Capital app icon

    Running Point Capital

    Running Point Capital Advisors, LLC

    Access portfolio and financial data securely

    Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.

    ★ 5.08 ratingsFinanceFreeData updated 2026-10-10
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  3. PariPassu: Invest with Top VCs app icon

    PariPassu: Invest with Top VCs

    Pari Passu Ventures LLC

    In startups top VCs

    Access investment opportunities in early-stage ventures and high-growth deals. Request allocations from $10k to $1m+ alongside top venture capital firms. Track dealflow in B2B SaaS and consumer tech sectors.

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-06
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  3. MyWLTH app icon

    MyWLTH

    WLTH Capital Management, LLC

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  13. Shelter Mortgage Company app icon

    Shelter Mortgage Company

    Newrez LLC

    Check loan status, upload documents, view tasks,

    Check loan application status, securely upload documents, and view a task list to complete the process. Sign documents digitally. View account details, statements, and schedule payments.

    ★ 4.932 ratingsBusinessFreeData updated 2026-09-16
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  16. MyJanney app icon

    MyJanney

    Janney Montgomery Scott LLC

    ★ 4.06 ratingsFinanceFreeData updated 2026-09-10
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.