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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Holistic Planning screenshots

Ranked alternatives

Showing 101–120 of 1,000 ranked alternatives.

  9. Dominion Wealth app icon

    Dominion Wealth

    Dominion Wealth Management, LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Access real-time transaction history and send secure messages for support.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
    App details
  10. Ritholtz Wealth Mobile app icon

    Ritholtz Wealth Mobile

    Ritholtz Wealth Management, LLC

    View account info, check balances, contact advisor

    View account details and balances in real time. Send messages to advisors for support. Access transaction history and account statements. Set up notifications for account activity.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-09
    App details
  12. RZH Advisors app icon

    RZH Advisors

    Relyea Zuckerberg Hanson LLC

    View account info, check balances, contact advisor

    View account balances and transaction details. Contact directly. Add external accounts to track net worth. Access Fidelity custodial statements in a secure document vault.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-13
    App details
  16. TRUSTtrak app icon

    TRUSTtrak

    Infovisa, Inc.

    View investment accounts on the go.

    The app provides users with quick access to portfolio balances and account summaries. It features dashboards with breakdowns and visual graphs, allowing users to track account performance against the market.

    ★ 2.85 ratingsFinanceFreeData updated 2026-10-20
    App details
  17. Alt Cap app icon

    Alt Cap

    Alternative Capitalis, LLC

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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