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 121–140 of 1,000 ranked alternatives.

  1. Raiffeisen Invest — broker app icon

    Raiffeisen Invest — broker

    ZAO Raiffeisenbank

    And track your portfolio

    Manage investment accounts with free access and zero fees for top-ups and withdrawals. View portfolio analytics, market summaries, and generate tax reports or account statements instantly.

    ★ 4.9137 ratingsFinanceFreeData updated 2026-09-06
    App details
  7. Auour app icon

    Auour

    Auour Advisory LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-09
    App details
  10. iCapital,LLC app icon

    iCapital,LLC

    iCapital, LLC

    View account info, check balances, contact advisor

    View account balances and transaction history. Access portfolio details and performance reports. Send secure messages to your financial advisor. Request account changes or document downloads.

    ★ 4.25 ratingsFinanceFreeData updated 2026-09-09
    App details
  14. MyNYCERS app icon

    MyNYCERS

    New York City Employee Retirement System

    ★ 2.1147 ratingsFinanceFreeData updated 2026-09-25
    App details
  15. Parkshore app icon

    Parkshore

    Parkshore Wealth Management

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Send messages and receive updates on account activity.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-11
    App details
  16. RPWA app icon

    RPWA

    Rise Private Wealth Advisors LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Send secure messages and access transaction history. Manage account settings and notifications.

    ★ 5.04 ratingsFinanceFreeData updated 2026-10-06
    App details

How we rank alternatives

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