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 861–880 of 1,000 ranked alternatives.

  6. First Farmers Wealth Access app icon

    First Farmers Wealth Access

    First Farmers and Merchants Bank

    Aggregate accounts, view balances, track finances

    Link accounts from multiple institutions to view consolidated balances and transaction history. Track cash flow and financial trends. Set permissions for data sharing. Receive alerts for account activity.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  12. InsingerGilissen app icon

    InsingerGilissen

    Theodoor Gilissen Bankiers N.V.

    View investment portfolio developments anytime, anywhere.

    The app provides insight into the current composition, returns, transactions, and statements of investment portfolios. Users can view portfolio developments and access research from InsingerGilissen analysts.

    ★ 0.00 ratingsFinanceFreeData updated 2026-11-02
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  14. Phillip1 app icon

    Phillip1

    PhillipCapital India Pvt Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  17. KFinKart-Distributors app icon

    KFinKart-Distributors

    KFIN TECHNOLOGIES LIMITED

    Invest in mutual funds anytime

    Access mutual fund information and manage transactions. Input customer details, upload documents, and process investments directly. Monitor transactions and retrieve account statements. Share documents and communicate with clients securely.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-15
    App details

How we rank alternatives

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