Curated apps similar to Holistic Planning+, ranked by relevance and user ratings.
Visionary Federal Credit Union
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.
Track income, expenses, and budgets
Thomas Brandstaetter e.U.
Finance
Track income and expenses with customizable categories and emojis. Set goals and add multiple accounts. Scan receipts and attach photos, PDFs, or location data. Create recurring transactions and view interactive charts. Share accounts via iCloud.
Triad Business Bank
Finance
Triad Business 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.
HTM CREDIT UNION
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.
Access account balances and transfer funds
AllianceBernstein L.P.
FinanceAccess account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Fieldstone Credit Union
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.
HOXTON CAPITAL MANAGEMENT FZE
FinanceThe Hoxton Wealth app revolutionises how international and cross-border investors manage their wealth by offering a comprehensive suite of features.
Track accounts, investments, and goals
Range Finance, Inc.
FinanceTrack income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
Popa Alexandru
FinanceStay on Top of Your Investments with PortfolioX – The Ultimate Portfolio Tracker Take control of your financial future with PortfolioX, the all-in-one stock tracker and crypto tracker built for investors of all levels.
Pacific Valley Bank
FinanceBank conveniently and securely with Pacific Valley Bank Mobile Banking. Manage your finances anytime, anywhere - from your mobile device.
Public Holdings, Inc
FinanceMEET ALPHA, THE WATCHLIST WITH AI SUPERPOWERS BUILD YOUR OWN WATCHLIST OF ASSETS Alpha keeps you informed on every stock, ETF, and crypto you care about, sending timely alerts with breaking news, significant price movements, earnings releases, dividend announcements, and more.
View account activity and transactions
Northern Credit Union Limited
FinanceView account activity and recent transactions. Manage multiple accounts. Pay bills immediately or schedule future payments. Edit upcoming bills and transfers. Transfer money between accounts or to other members.
Artem Shyshko
FinanceTake control of your finances with our all-in-one Budget Planning app. Whether you’re saving for a big purchase, trying to cut down on unnecessary expenses, or simply want to understand where your money goes every month, our app offers a clean, powerful, and easy-to-use solution for your personal...
KD incubator UG (haftungsbeschrankt)
FinanceTake Control of Your Finances with Ease Discover a smarter way to manage your money.
Access accounts, scan claims, pay instantly
Elevate CDB Inc
FinanceManage accounts like HSAs, FSAs, and HRAs. View account balances, scan claims for entry, make fast payments, and receive instant notifications.
PATRIOT EQUITY CREDIT UNION
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.
UniSuper Management Pty Ltd
FinanceUse the app to: • Check your current super balance and recent contributions • Make extra contributions to boost your retirement income • View your investment returns and options • View your recent and upcoming retirement income payments • Change your retirement income details • Review or change...
Track investments and banking transactions
Wealthica Financial Technology Inc.
FinanceTrack net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
Calculate
giang pham
FinanceCalculate growth with . Choose from weekly, monthly, or yearly compounding. Add funds periodically or specify exact amounts. Track investments over time or simulate withdrawals.
App information from Apple App Store. Holistic Planning+ and related trademarks belong to Uptick Partners, LLC.