Holistic Planning+ app icon

Apps Like Holistic Planning+ for iPhone and iPad

View portfolios in real time

View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.

by Uptick Partners, LLC★ 5.02 ratingsFinanceFreeData updated 2026-09-06

Holistic Planning+ screenshots

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  1. FM Bank MS app icon

    FM Bank MS

    Farmers and Merchants Bank MS

    View accounts, track transactions, transfer funds, deposit

    View accounts and recent transactions. Transfer funds between accounts. Deposit checks via photo. Pay bills and locate nearby ATM and branches.

    ★ 4.9889 ratingsFinanceFreeData updated 2026-09-09
  2. Nepal Share app icon

    Nepal Share

    Brainants Technology Pvt Ltd

    Track real-time market data and news

    Track real-time market data including prices, indices, and trading volumes. Manage portfolios by adding, removing, and monitoring investments. Access news and analysis related to the Stock Exchange. Set price alerts for specific shares.

    ★ 4.41,270 ratingsFinanceFreeData updated 2026-09-18
  3. Broker xChief - Trading app icon

    Broker xChief - Trading

    XCHIEF INFORMATION TECHNOLOGY L.L.C

    Trade with regulated brokers worldwide

    Manage investment accounts with real-time market data and trade execution. Open and monitor PAMM accounts to invest in managed funds. Copy trades from experienced traders to replicate their strategies.

    ★ 4.71,501 ratingsFinanceFreeData updated 2026-09-06
  1. Northeast Community CU app icon

    Northeast Community CU

    NORTHEAST COMMUNITY CREDIT UNION

    Check balances, pay bills, transfer funds

    Check account balances, review recent transactions, and pay bills directly. Transfer funds between accounts and access loan information. Securely manage finances from anywhere without additional fees.

    ★ 4.9718 ratingsFinanceFreeData updated 2026-09-12
  2. Moonvest app icon

    Moonvest

    Elwynn Technologies LLC

    Follow portfolios, track trades, read theses, access

    Follow real portfolios to view positions, cost basis, and weights. Join chat groups to discuss trades and ask questions. Read investment theses and access AI-generated company insights.

    ★ 5.096 ratingsFinanceFreeData updated 2026-09-06
  3. Savvy Trader app icon

    Savvy Trader

    Savvy Trader, Inc.

    Track investments, create portfolios, share trades

    Track stock and crypto investments in one place. Create and share virtual portfolios. Subscribe to other user portfolios. Set subscription fees for shared portfolios. Access AI-powered insights for investing questions.

    ★ 4.8436 ratingsFinanceFreeData updated 2026-09-06
  4. Creative Planning app icon

    Creative Planning

    Creative Planning, Inc.

    Access portfolio and manage investments

    View investment portfolios, track asset performance, and manage accounts. Adjust allocations, set reminders, and receive notifications. Sync with desktop software and access detailed reports.

    ★ 1.947 ratingsFinanceFreeData updated 2026-09-08
  5. baraka: Buy US Stocks & ETFs app icon

    baraka: Buy US Stocks & ETFs

    Baraka Technology Holding Ltd

    Trade , , and crypto assets

    Invest in US and , including TSLA, AMZN, AAPL, and NVDA. Trade crypto and Shariah-screened, halal . Set up accounts, place trades, and monitor portfolios. Access real-time market data and track investment performance.

    ★ 4.5413 ratingsFinanceFreeData updated 2026-09-06
  6. Lusitania Savings Bank Mobile app icon

    Lusitania Savings Bank Mobile

    LUSITANIA SAVINGS BANK

    Check balances, transfer funds, pay bills

    Check account balances and view recent transactions. Transfer money between accounts and pay bills. Locate ATMs and branches. Securely manage finances from a device.

    ★ 4.8552 ratingsFinanceFreeData updated 2026-09-09
  7. Ascension Credit Union app icon

    Ascension Credit Union

    Ascension Credit Union

    Check balances, pay bills, transfer money

    Check account balances and review recent transactions. Transfer funds between accounts. View and pay enrolled bills. Access secure financial information anytime, anywhere.

    ★ 4.8575 ratingsFinanceFreeData updated 2026-09-06
  8. Skyline National Bank app icon

    Skyline National Bank

    Parkway Acquisition Corp.

    Check balances, view transactions, transfer funds, pay

    Check account balances and view recent transactions. Transfer funds between accounts and pay bills. Locate ATMs and branches. Send money to friends or family using Popmoney. Deposit checks by photo.

    ★ 4.81,315 ratingsFinanceFreeData updated 2026-09-12
  9. Merchants and Farmers Bank app icon

    Merchants and Farmers Bank

    Merchants and Farmers Bank AR

    Manage accounts, view balances, pay bills, deposit

    Manage personal accounts by viewing balances for checking, savings, and loans. Check recent transactions.

    ★ 4.8298 ratingsFinanceFreeData updated 2026-09-11
  10. LiveQuote Stock Market Tracker app icon

    LiveQuote Stock Market Tracker

    HODL Media Inc.

    Track investments and view real-time data

    Track investments with real-time price charts, news, tweets, and ratings. View market data and related information on a . Create and manage a watchlist. Set alerts for price changes. Analyze research and ratings for informed decisions.

    ★ 4.81,199 ratingsFinanceFreeData updated 2026-09-17
  11. Riddell National BanK app icon

    Riddell National BanK

    THE RIDDELL NATIONAL BANK OF BRAZIL INC

    Check balances, view transactions, transfer funds, pay

    Check account balances and view recent transactions. Transfer money between accounts. Pay bills and locate nearby branch offices. Securely manage finances from a mobile device.

    ★ 4.7433 ratingsFinanceFreeData updated 2026-09-09
  12. MCSB Mobile Banking app icon

    MCSB Mobile Banking

    MERCER COUNTY STATE BANCORP, INC

    Check balances, view transactions, transfer funds, pay

    Check account balances and view recent transactions. Transfer money between accounts and pay bills. Locate ATMs and branches. Deposit checks remotely through the .

    ★ 4.6458 ratingsFinanceFreeData updated 2026-09-11
  13. MERCO Credit Union app icon

    MERCO Credit Union

    MERCO Credit Union

    Check balances, pay bills, transfer money

    Check account balances and review recent transactions. Transfer funds between accounts. View and pay bills if enrolled in bill pay. Access secure financial information anytime, anywhere.

    ★ 4.8701 ratingsFinanceFreeData updated 2026-09-16
  14. Members Credit Union Mobile app icon

    Members Credit Union Mobile

    Members Credit Union

    Check balances, view activity, send money, track

    Check account balances, view recent activity and transaction history. Send and receive secure messages. Transfer money between accounts. Access pending transactions. Manage financial information securely with encryption and authentication features.

    ★ 4.71,558 ratingsFinanceFreeData updated 2026-09-16
  15. Gibsland Bank Mobile app icon

    Gibsland Bank Mobile

    Gibsland Bank & Trust Company

    Check balances and make transfers

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between & Trust accounts. Search for transactions and view detailed information.

    ★ 4.81,270 ratingsFinanceFreeData updated 2026-09-08
  16. FNCU Mobile app icon

    FNCU Mobile

    First Northern Credit Union

    Pay bills, manage cards, check balances

    Check account balances and recent transactions. Pay bills or friends, transfer funds, and deposit checks by photo. Turn debit card on/off remotely. Locate branches or ATMs. Contact customer service. Securely manage finances from anywhere.

    ★ 4.81,249 ratingsFinanceFreeData updated 2026-09-16

How we rank alternatives

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