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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Ranked alternatives

Showing 221–240 of 1,000 ranked alternatives.

  4. NDVR Wealth app icon

    NDVR Wealth

    NDVR INC

    Manage portfolios and track performance

    View portfolio performance metrics and holdings. Access advisor contact information and communication tools. Submit inquiries and request portfolio adjustments. Receive notifications about market changes and account updates.

    ★ 4.86 ratingsFinanceFreeData updated 2026-09-06
    App details
  13. Investia app icon

    Investia

    Industrial Alliance Insurance and Financial Services Inc.

    Manage investments and track portfolios

    Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.

    ★ 4.850 ratingsFinanceFreeData updated 2026-09-06
    App details
  16. Girard app icon

    Girard

    Univest Bank and Trust Co

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-17
    App details

How we rank alternatives

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