Holistic Planning app icon

Apps Like Holistic Planning for iPhone and iPad

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

Holistic Planning screenshots

Ranked alternatives

Showing 501–520 of 1,000 ranked alternatives.

  1. RoomPlan Planning for B&B app icon

    RoomPlan Planning for B&B

    TOOLSPLANNING SRL SEMPLIFICATA

    Manage bookings and reservations on the go

    Manage BnB bookings with real-time reservation tracking. View and edit room details, customer information, and booking dates. Set room availability, manage service types, and monitor sources and channels.

    ★ 3.67 ratingsProductivityFreeData updated 2026-09-08
  2. DocAgent Mobile app icon

    DocAgent Mobile

    Digital Designs, Inc.

    Access business documents on mobile platforms.

    The app provides mobile access to business documents stored in the DocAgent repository. Users can view, zoom, navigate, and share multi-page documents like invoices, reports, and financial statements.

    ★ 3.26 ratingsBusinessFreeData updated 2026-10-09
  3. Hammond Iles Portal app icon

    Hammond Iles Portal

    Kelly Financial Group, LLC

    Access accounts, view portfolio, secure messages

    Access account details, investment portfolio, and document vault securely from your phone or tablet. Contact financial coach directly, receive messages, and view updates from your personal finance team.

    ★ 4.84 ratingsFinanceFreeData updated 2026-09-06
  4. TL Wealth app icon

    TL Wealth

    TL Private Wealth LLC

    View portfolio values and holdings

    View portfolio values, holdings, and performance details. Access transaction history and account summaries. Receive real-time updates and set up custom alerts for account changes.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-15
  5. Sarwa Real Estate Investment app icon

    Sarwa Real Estate Investment

    Sarwa Investment Management Limited

    View portfolio, access reports, subscribe to investments

    View portfolios with -time snapshots. Access distribution statements and update reports. Subscribe to new investments. Manage subscriptions and track performance metrics. Export reports and set reminders for updates.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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