Stockvisor
Taplistic, LLC
Finance
Trying to pick stocks is very challenging and time consuming.
Free
Finding alternatives to
Top 20 Alternatives
Curated apps similar to Holistic Planning+, ranked by relevance and user ratings.
Budget Planner Budget Advance
GOWALK - FZCO
Finance
Budget Planner & Tracker: Your Comprehensive Financial Companion Budget Planner & Tracker is the quintessential app designed to streamline your financial management, assisting you in achieving the fiscal clarity you deserve.
Free
OPTO: Invest Smarter
Design your index and automate rebalancing
OPTO Markets Limited
Finance
Create and manage a custom stock index portfolio with automatic quarterly rebalancing. Buy and sell stocks, ETFs, and Folios without fees. Track portfolio performance and strategy alignment over time.
Free
-
#4 
PFC Finance
Manage finances, view balances, make payments, save
PERSONAL FINANCE CENTER
FinanceView your Money Certificate balance. Make loan payments. Access and save monthly statements. Locate nearby branches and ATMs. Secure your account with a 4-digit passcode or biometric authentication.
Free -
#5 
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
FinanceSecurely monitor your portfolio and stay in touch with your Investment Advisor while you’re on the go! Now you can access all the same great features as our Client Portal, but in a convenient mobile app that keeps you connected with your investments anywhere and anytime.
Free -
#6 
TEAMSTERS CREDIT UNION
TEAMSTERS CREDIT UNION
FinanceAccess your accounts when and where you want right in the palm of your hand. It’s fast and secure to access your accounts anytime, anywhere.
Free -
#7 
Budget Planner・Expense Manager
Kayma Tech LLP
FinanceTake control of your finances with our Budget Planner, now available. Key Features : - Effortless Budgeting: Setting up and managing budgets is now a breeze with Budget Planner.
Free -
#8 
Expenses and Income Tracker
1C-RARUS TAS, MAS ULIYATI CHEKLANGAN JAMIYATI XORIJIY KORXONASI
FinanceExpenses and Income is the simple and efficient way to manage your finances right from the palm of your hand View everything directly on your phone Choose from over 10 types of reports and charts to better comprehend where money is coming in from and how it is being spent.
Free -
#9 
eMoney Client Portal
eMoney Advisor
FinanceEnjoy a complete and secure view of your financial life with your personalized portal. KEY FEATURES AND BENEFITS: • All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation. • Track Spending and Investments: Stay on top of your...
Free -
#10 
IUX: Online Trading
International United Expertise Holding Ltd.
FinanceIUX – A platform for users seeking a professional-grade trading experienceEasy to use, feature-rich, and built for flexible access to global markets. Key Features: • Access global markets such as gold, stocks, and other popular instruments • All-in-one interface with watchlists, real-time...
Free -
#11 
Altfolio
Track net worth and manage transactions
BeanApps LLC
FinanceTrack net worth for alternative investments like precious metals and cryptocurrencies. Record transactions, calculate gains and losses. Input asset quantities to start tracking from any date.
$5.99 -
#12 
Nuviter
Nuviter LLC
FinanceNuviter makes professional-grade stock research simple and approachable. The investing world is full of complex data and overwhelming information.
Free -
#13 
Postal Family Credit Union
Postal Family Credit Union, Inc.
FinanceAccess 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.
Free -
#14 
WealthCharts
WealthCharts LLC
FinanceThe 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...
Free -
#15 
Trading Journal - Track Trades
Sedlacek Solutions LLC
FinanceMaster Your Trades. Optimize Your Strategy. Trading Journal is designed to help traders of all levels track, analyze, and refine their strategies.
Free -
#16 
Scotia Wealth Management®
The Bank of Nova Scotia
FinanceThe Scotia Wealth Management app offers account access on the go. You can view your portfolio and account details, see your asset mix, download statements and tax slips and more. For optimal performance and security, update your device to the latest version of iOS.
Free -
#17 
FinTurtle: Stock Research Tool
Track data and analyze market trends
FinTurtle LLC
FinanceGet real time quotes for regular and extended trading hours. Access market news, financial reports, and institutional portfolio data. Perform fundamental and technical analysis. View candlestick charts and investment insights.
Free -
#18 
Slog: Budget&Portfolio Tracker
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.
Free -
#19 
HealthyLife by HSBC Life
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.
Free -
#20 
ClientLink
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.
Free
App information from Apple App Store. Holistic Planning+ and related trademarks belong to Uptick Partners, LLC.