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 421–440 of 1,000 ranked alternatives.

  2. Vault: Private Wealth app icon

    Vault: Private Wealth

    Vault Wealth Limited

    Manage assets and track investments

    Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
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  8. MyJWA app icon

    MyJWA

    Julius Wealth Advisors, LLC

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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  15. SIC Mobile app icon

    SIC Mobile

    Sterling Investment Counsel LLC

    View accounts and track investments

    View account balances, investment performance, and holding details. Access statements, recent activity, and transaction history. Contact financial advisors directly through the . Receive real-time account updates and performance metrics.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-19
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  16. W1M app icon

    W1M

    Waverton Investment Management Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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  17. Agile Planning Cards app icon

    Agile Planning Cards

    Catalin Stan

    Estimate software task sizes with cards.

    The app provides a deck of cards for software development task estimation. Users swipe to select cards and tap to view them full screen.

    ★ 5.01 ratingsBusinessFreeData updated 2026-09-13
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How we rank alternatives

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