BayCoast Bank Business Mobile
BayCoast Bank
Finance
Easily access all of your accounts and features right at your fingertips with our mobile app.
Free
Finding alternatives to
Holistic Planning+
View portfolios in real time
by Uptick Partners, LLC
Top 20 Alternatives
Curated apps similar to Holistic Planning+, ranked by relevance and user ratings.
Lake Trust Business Banking
Lake Trust Credit Union
Finance
You have the power to manage your business finances from anywhere. And at any time. With the free Lake Trust Business App, you can check on your business accounts right from your phone or tablet. Please note that you must have a Business Online Banking account set up before using this app.
Free
Best Budget Pro
Track budgets, view income, manage expenses
倩 赵
Finance
Create unlimited income or expense budgets with custom names, amounts, and types. Track transactions against budgets and monitor spending in real time. View income and expenses at a glance.
$0.99
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#4 
Habits - Finance
Habits, Inc
FinanceUnlock your financial potential with Habits—the premier marketplace for top-tier financial advisors across the United States. Perfect for those navigating pivotal life moments—be it buying your first home, welcoming a new child, selling a business, or changing careers.
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#5 
MetLife Personal Finance App
Track expenses and set financial goals
METLIFE CONSUMER SERVICES, INC.
FinanceSecurely link accounts to track spending patterns and identify financial trends. View real-time spend data to understand habits. Use Spend Control to limit expenses and set budgeting goals.
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#6 
bpaid
Validate payments, reload balance, view transactions, manage
bpost
FinanceValidate online payments and instantly reload your prepaid card. Check your current balance and view past 13 months of transactions. Manage cards and locate nearby post offices in Belgium.
Free -
#7 
Living Balance Sheet®
The Guardian Life Insurance Company of America
FinanceAccess for clients of The Living Balance Sheet® (LBS) to view your personal balance sheet, track goals, tasks, access your secure document vault and connect with your financial professional. Financial Balance® requires organization and priorities; LBS helps you stay on track.
Free -
#8 
TrackMyStack Net Worth Tracker
Track net and update assets automatically
Beeblesoft Ltd
FinanceTrack net with unlimited portfolios and assets. Manually update bank accounts, credit cards, and real estate. Automatically track stocks, ETFs, and crypto with real-time prices. Monitor dividends, cost basis, and unrealized gains or losses.
Free -
#9 
Connect Bank
Connect Bank
FinanceConnect 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.
Free -
#10 
Goosehead Insurance
Access policies, view details, share cards
Goosehead Insurance, Inc
FinanceView policies in one place with key details and updates. Save and share auto policy cards in Wallet. Access clear explanations of coverage. Receive push and in- alerts for policy changes. Track renewal dates and manage policy details.
Free -
#11 
Home Banking Company
View balances, transfer funds, and pay bills
Home Banking Company
FinanceView account balances and transaction history. Transfer funds between accounts. Make mobile deposits and pay bills. Send money via Pop Money. Locate branches and ATMs. Set up account alerts and manage security settings.
Free -
#12 
Lead Bank Mobile
Manage bills, transfer funds, deposit checks
Lead Bank
FinanceManage personal banking with automatic and recurring bill pay, effortless transfers between accounts or to others, check deposits via camera, account balance checks for savings and spending, and transaction history access for detailed deposits.
Free -
#13 
Your Legacy FCU
Your Legacy Federal 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.
Free -
#14 
Kualto - Forecast Budgeting
Kualto LLC
FinanceKualto is like a crystal ball that tells you how much money you will have at any point in time, not just at the end of the month. Keep organized by tracking your spending, and plan ahead by forecasting your cash flow and account balance. Pay off your debt.
Free -
#15 
CCPU Health
Pinnacle Claims Management, Inc.
FinanceSave time and hassles while making the most of your reimbursement health benefit accounts by quickly checking your balances and details.
Free -
#16 
Квартплата.Онлайн
OOO JilfondService
FinanceВсе квартиры в одном приложении: добавляйте и контролируйте любое количество помещений. Контроль задолженности: подробная информация обо всех начислениях и платежах. Передача показаний счетчиков в режиме онлайн: не нужно записывать их на бумажке и нести в управляющую организацию.
Free -
#17 
Easy Spending Budget
Tekton Technologies (P) Ltd.
FinanceThe Easy Spending Budget, is the most powerful and convenient daily money tracker, and budget planning App, for iPhone and iPad, that neatly tracks all your cash flow between different accounts that you can budget. The new Dashboard view provides a quick view of the account performance, and the...
$1.99 -
#18 
Goose River Bank
The Goose River Bank
FinanceGoose River 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.
Free -
#19 
My Budget – Expense Tracker
Track expenses, manage income, control
Tiago Pitteri
FinanceTrack expenses and income with quick transaction logging. View detailed reports and insights on spending habits. Create custom categories for organized budgeting. Sync data across devices and back up files securely. Manage budgets without ads.
Free -
#20 
Affinity One FCU
Check balances, pay bills, transfer money
AFFINITY ONE FEDERAL CREDIT UNION
FinanceCheck account balances and review recent transactions. Transfer funds between accounts. View and pay bills if enrolled in bill pay. Access secure financial information anytime from any device.
Free
App information from Apple App Store. Holistic Planning+ and related trademarks belong to Uptick Partners, LLC.