Apps Like Holistic Planning for iPhone and iPad
Holistic Planning screenshots
Ranked alternatives
Showing 361–380 of 1,000 ranked alternatives.
OLIO Financial Planning
OLIO FINANCIAL PLANNING, LLC
Track portfolio performance and analyze trends
Monitor investment gains and losses over time. View detailed performance reports. Compare portfolio values across different time frames. Set custom alerts for market changes. Export data in spreadsheet format.
NRP Portfolio Manager
New Republic Partners, Inc.
View data and reports
Access data and performance reports for specific time frames, asset classes, and accounts. View detailed account information and track investment performance through a simple interface. Requires authorization as a client of New Republic Partners.
Kingdom University SIS App
Informatique for Information Technology
View schedules, track exams, submit assignments, check
Access academic schedules, exam dates, and study plans. View transcripts and attendance records. Contact advisors and pay fees online. Manage personal information and track progress.
Whelan Financial
Whelan Financial, Inc.
View portfolio balances and statements anytime
View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .
NFSG 360
NFSG Corporation
Track investments and view market trends
Track investment performance with real-time portfolio updates and market trend analysis. Receive personalized financial insights and news. Access expert analysis and connect with advisors for tailored guidance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.