---
title: "Holistic Planning+ - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time.  See the most recent trades and transactions in your accounts, current portfolio holdings,"
---

# Holistic Planning+ — United States
> Planning with Purpose

![Holistic Planning+ App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/da/a4/8f/daa48f91-bab0-4883-bf0f-29039d8fd2be/AppIcon-1x_U007emarketing-0-8-0-85-220-0.png/434x0w.png)

**Developer:** [Uptick Partners](https://apptail.io/developer/uptick-partners-nsNc)
**Category:** Finance
**Rating:** 5.0/5 (2 ratings)
**Price:** Free
**Bundle ID:** com.holisticplanning.client
**Store:** Apple App Store
**Country:** United States
**Version:** 1.4 (released 2025-06-09)
**Original Release:** 2023-07-26
**Languages:** English

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id6452390812)
**AppTail Page:** [https://apptail.io/app/holistic-planning-lRfn/united-states](https://apptail.io/app/holistic-planning-lRfn/united-states)

## Holistic Planning+ Description
Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time.

See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more.

KEY FEATURES:

  - View portfolios in real time
  - Simplified reporting and access
  - Sync held-away accounts
  - Accessible from anywhere
  - Receive notifications from your advisor

## Holistic Planning+ Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/0e/1f/a1/0e1fa1ed-5f42-db47-aa3a-ee2525bb6c7f/Iphone_6.5_Image_1.png/1284x2778.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/4d/02/0e/4d020e15-687d-0da2-9185-aecbc75dfa32/Iphone_6.5_Image_2.png/1284x2778.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/43/1f/20/431f207b-f8a2-c6d6-9c79-5c95cd4b26b8/Iphone_6.5_Image_3.png/1284x2778.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/d2/bc/70/d2bc708a-8fab-eb66-31ca-dd3333a2a729/Iphone_6.5_Image_4.png/1284x2778.png)

## Holistic Planning+ Rating Breakdown in United States
- 5 stars: 2 (100%)
- 4 stars: 0 (0%)
- 3 stars: 0 (0%)
- 2 stars: 0 (0%)
- 1 stars: 0 (0%)

## Holistic Planning+ Reviews in United States

### ***** "HolisticView is a great app"
The mobile app is a great companion to the desktop login and gives me a lot of info when I am on the go. The login process is smooth and I appreciate how intuitive it is.
-- TheXEJ, 2023-07-27

[View all Holistic Planning+ reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews)





## Holistic Planning+ Available In
- [United States](https://apptail.io/app/holistic-planning-lRfn/united-states)
- [Canada](https://apptail.io/app/holistic-planning-lRfn/canada)

---

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