Curated apps similar to Holistic Planning+, ranked by relevance and user ratings.
Postal Family Credit Union, Inc.
Finance
Access your accounts when and where you want right in the palm of your hand. It’s fast, secure and free access to your accounts anytime, anywhere.
WealthCharts LLC
Finance
The next generation of trading research, analysis, and execution has arrived right at your fingertips! WealthCharts brings cutting-edge tools, competition-tested strategies, and automated algorithmic analysis to retail traders and long-term investors. CHARTS Build your Watchlists with your...
FinTurtle LLC
Finance
Get market news, updates and free real time stock quotes. Access financial reports, institutional portfolio and insider trading data. Conduct stock fundamental analysis & technical analysis. Discover candlestick chart patterns, smart money hot picks and investment ideas.
Hangzhou PlatinumTinkling Technology Co., Ltd.
FinanceOur easy-to-use portfolio and monery tracker is the app you need to manage your personal wealth.Seeing all your spending habits and know exactly where your money goes. Analyze your overall portfolio profit, view your aggregated net worth, and make informed decisions.Become your own wealth manager.
HSBC Global Services UK Limited
FinanceKey benefits Review your benefits summary Read a summary of your benefit entitlements, coverage, current wellness and outpatient visit balance, and download forms and documents from the app with just a few steps. Manage your claims in a few taps Submit and track your outpatient claims in the app.
Access accounts and manage investments
Wedbush Securities, Inc.
FinanceView accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
Moneybudgie Ltd
Finance'Home Budget Plan' shows you where you are spending your income each month, and makes it Easy to Plan Your Budget. Plan for the future with 'Home Budget Plan'.
Track portfolio news and metrics
Finextra
FinanceMonitor portfolio performance with real-time news, analyst estimates, and market events. Track financial metrics to analyze trends. View stock trends via customizable charts. Compare competitor metrics across multiple categories.
The Bank of New York Mellon Corporation
FinanceYou can trust Primerica to handle your mutual fund investments. We value your confidence in us, and we’re here to make investing simple. On this app, you can view current and historical balances, complete transactions, and view your transaction history online.
Track MSTR data and compare market performance
MicroStrategy Incorporated
FinanceTrack MSTR's price, volatility, debt offerings, and options data. Compare performance against the Magnificent Seven and major indices. Share data and analysis across preferred platforms.
Tyler Himes
FinanceReady to take control of your finances? Make budgeting easy by creating a monthly plan. Track expenses so you always know where your money is going.
Hiro Financial Inc.
FinanceTake control of your financial future with Hiro. Forecast your net worth in minutes, and then run scenarios like buying a home, changing jobs, or having kids—and see the impact on your finances. Connect accounts to track your progress over time.
The Upstate National Bank
FinanceUpstate National Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Circleblack Inc.
FinanceCircleBlack – Know your wealth, live your life! CircleBlack gives you more time to live your life by making it easier to keep track of all your wealth while providing you with the information you need to know at your fingertips.
HDFC Bank Ltd
FinanceAccess a wide range of financial solutions with the SmartWealth app. SmartWealth is an all-in-one investment app from HDFC Bank. With the SmartWealth app’s intuitive interface complex investments are now easy.
View finances, chat with advisor, track expenses,
Tamarac Inc.
FinanceView financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .
Lucia Portugal
Finance* All of your finances at a glance * Trend analysis of spending patterns * Recurring scheduled transactions as easy as managing your calendar appointments * Payment reminders * Your own finance chart of accounts based on the upcoming scheduled transactions * Your transactions organized in groups of...
UL Insights LLC
FinanceUpLotto: Your Smart Lottery Companion UpLotto is designed to revolutionize the way you manage your lottery activities.
Definitive Finance, Inc.
FinanceView your Definitive portfolio on the go, check token prices & charts, NAV, P&L, and more.
Transcrypt Solutions Inc
FinanceUnlock the potential of your investments with expert-driven insights, designed to guide you through the complexities of the financial and economic market with ease and confidence. To make more informed decisions, a lot of the time we don’t know where to start.
App information from Apple App Store. Holistic Planning+ and related trademarks belong to Uptick Partners, LLC.