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 141–160 of 1,000 ranked alternatives.

  1. ENZI Wealth app icon

    ENZI Wealth

    ENZI WEALTH LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  1. Warburton app icon

    Warburton

    Warburton Capital Management, LLC

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-22
  2. City & County Mobile app icon

    City & County Mobile

    City & County Credit Union

    Check balances, view activity, pay bills, deposit

    Check account balances and view transaction history. Pay bills, transfer funds, and deposit checks via photo. Access statements and Cash Perks. Locate nearby branches or ATMs. Contact customer service for assistance.

    ★ 2.795 ratingsFinanceFreeData updated 2026-09-08
  3. Aware Super app icon

    Aware Super

    Aware Super Pty Ltd

    Check balance and transactions

    Check balance and view recent contributions and transactions. Set up Touch ID or Face ID for secure login. Update contact details and communications preferences. Check insurance cover and investment options.

    ★ 4.771 ratingsFinanceFreeData updated 2026-09-18
  4. MyFallon Member Portal app icon

    MyFallon Member Portal

    FALLON COMMUNITY HEALTH PLAN, INC.

    Manage your health plan and ID cards

    Manage health plan details by selecting or changing a primary care provider. View and print ID cards. Check authorization status and deductibles. Access benefit documents, claims statements, and letters.

    ★ 4.8119 ratingsFinanceFreeData updated 2026-09-06
  5. 401GO app icon

    401GO

    RetireGO, LLC

    ★ 4.816 ratingsFinanceFreeData updated 2026-09-06
  6. OpenArc Client Portal app icon

    OpenArc Client Portal

    OpenArc Corporate Advisory, LLC

    Access portfolio, download reports, connect with advisor

    Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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