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 121–140 of 1,000 ranked alternatives.

  1. Bloom: AI for Investing app icon

    Bloom: AI for Investing

    Bloom Investing LLC

    Get instant portfolio analysis and guidance

    Get expert guidance on your portfolio by asking questions and uploading screenshots for instant analysis. Identify market trends and understand how they affect your investments.

    ★ 4.8171 ratingsFinanceFreeData updated 2026-09-15
  1. WealthInfoLine app icon

    WealthInfoLine

    WEALTH INFOLINE FINANCIAL SERVICES PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. Finnsys NEO app icon

    Finnsys NEO

    ARM Fintech Consultants Private Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-21
  3. Hoxton Wealth app icon

    Hoxton Wealth

    HOXTON CAPITAL MANAGEMENT FZE

    Track net worth in real time

    Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.

    ★ 4.548 ratingsFinanceFreeData updated 2026-10-22
  4. Vestiva app icon

    Vestiva

    BCP ADVISORS, LLC

    Manage investments and access financial tools

    Manage investments in U.S. dollars with access to various financial products. View portfolio performance, track expenses, and set investment goals. Receive guidance from financial advisors and monitor market trends in real time.

    ★ 4.714 ratingsFinanceFreeData updated 2026-09-12
  5. Primerica Shareholder Services app icon

    Primerica Shareholder Services

    The Bank of New York Mellon Corporation

    View balances, complete transactions, track history

    View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.

    ★ 4.330 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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