Curated apps similar to Holistic Planning+, ranked by relevance and user ratings.
CAPITAL AREA REALTORS
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Access 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.
Track expenses and manage budgets
Go Apps LLC
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Create envelope-style spending categories and track purchases. Set reminders for bills and mark payments. Share budgets with others for collaborative tracking. Sync data across devices for consistent access.
Taplistic, LLC
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Trying to pick stocks is very challenging and time consuming.
GOWALK - FZCO
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Design your index and automate rebalancing
OPTO Markets Limited
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PERSONAL FINANCE CENTER
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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.
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.
Set budgets and track expenses
Kayma Tech LLP
FinanceTrack expenses by categorizing and recording transactions. Set and adjust budgets for different spending areas. Monitor spending progress and receive alerts when nearing limits. Sync financial data across devices.
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.
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...
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...
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.
Nuviter LLC
FinanceNuviter makes professional-grade stock research simple and approachable. The investing world is full of complex data and overwhelming information.
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.
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...
Sedlacek Solutions LLC
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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.
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.
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.
App information from Apple App Store. Holistic Planning+ and related trademarks belong to Uptick Partners, LLC.