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 41–60 of 1,000 ranked alternatives.

  1. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  2. Thrivent Financial app icon

    Thrivent Financial

    Thrivent Financial For Lutherans

    Track investments and insurance securely

    Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.

    ★ 4.6746 ratingsFinanceFreeData updated 2026-09-06
  3. Planning Center Services app icon

    Planning Center Services

    Ministry Centered Technologies

    Online scheduling and worship planning app.

    The app provides access to a Planning Center Services account for staff and volunteers. It allows users to manage schedules, respond to requests, and access rehearsal materials.

    ★ 3.72,190 ratingsBusinessFreeData updated 2026-10-19
  1. BMCE Direct app icon

    BMCE Direct

    EURAFRIC INFORMATION SA

    Manage finances securely and remotely

    View account balances and transaction history. Check card status, loans, securities, and bancassurance products. Initiate transfers between BANK OF AFRICA accounts. Perform fund deposits via photo. Receive alerts and manage account security remotely.

    ★ 4.52,435 ratingsFinanceFreeData updated 2026-09-08
  2. Texas Capital Mobile app icon

    Texas Capital Mobile

    Texas Capital Bank

    View accounts, track transactions, print statements

    View account balances and transaction details. Access and print monthly e-statements. Set up direct deposit. Transfer funds between accounts or linked banks. Deposit checks via device camera. Pay bills directly from the .

    ★ 4.61,168 ratingsFinanceFreeData updated 2026-09-10
  3. Mesirow app icon

    Mesirow

    Mesirow Financial Administrative Corporation

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  4. CU Hawaii Mobile for iPhone app icon

    CU Hawaii Mobile for iPhone

    CU Hawaii Federal Credit Union

    Pay bills and view account balances

    Check account balances and recent transactions. Pay bills and transfer funds. Deposit checks via photo. View statements and order checks. Locate branches or ATMs. Contact support. Securely access accounts anytime.

    ★ 4.71,963 ratingsFinanceFreeData updated 2026-09-17
  5. HRAgo app icon

    HRAgo

    Empire Innovation Group LLC

    ★ 3.6267 ratingsFinanceFreeData updated 2026-09-09
  6. Compound Planning app icon

    Compound Planning

    Compound Financial, Inc

    Track net worth and manage assets

    Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.

    ★ 4.610 ratingsFinanceFreeData updated 2026-09-06
  7. Mes Comptes CCF app icon

    Mes Comptes CCF

    CCF France

    View balances, track transactions, share RIB/IBAN

    View account balances and transaction history for current, savings, and loan accounts. Access and share RIB/IBAN details. Review linked accounts such as children's or guardian accounts. Initiate transfers between internal or external accounts.

    ★ 4.81,132 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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