Holistic BD app icon

Apps Like Holistic BD for iPhone and iPad

by Holistic Brokerage, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Holistic BD screenshots

Ranked alternatives

Showing 241–260 of 1,000 ranked alternatives.

  1. WMCube app icon

    WMCube

    Wealth Management Cube Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. BIP ClientCare app icon

    BIP ClientCare

    BIP Technology, LLC

    View portfolio, track assets, receive insights

    View asset performance data, access portfolio details, and receive personalized insights. Track investments, set reminders, and communicate with financial advisors. Receive notifications and update account information securely.

    ★ 5.011 ratingsBusinessFreeData updated 2026-09-23
  1. Castello AI app icon

    Castello AI

    Transcrypt Solutions Inc

    Analyze market data and track investment performance

    Access real-time financial data and expert analysis to make informed investment decisions. Track portfolio performance, set financial goals, and receive personalized insights.

    ★ 4.816 ratingsFinanceFreeData updated 2026-09-06
  2. NBK Wealth app icon

    NBK Wealth

    Watani Investment Company K.S.C.C

    Manage assets, plan finances, invest wisely

    Manage investments, plan finances, and access advisory services. Track portfolio performance, set financial goals, and receive personalized recommendations. Schedule meetings, view account statements, and communicate with advisors securely.

    ★ 3.02 ratingsFinanceFreeData updated 2026-09-06
  3. Sahmik app icon

    Sahmik

    Autonomous Technologies

    ★ 4.76 ratingsFinanceFreeData updated 2026-09-10
  4. AI Finance Advisor app icon

    AI Finance Advisor

    Infisecurity SL

    Track expenses, plan budgets, invest wisely

    Track income and expenses with categorization and visual reports. Set budget limits and receive alerts. Analyze spending patterns and suggest savings strategies. Monitor investment portfolios and receive market insights.

    ★ 4.47 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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