Developer: Uptick Partners, LLC (4)
Price: Free
Rankings: 0 
Reviews: 0 Write a Review
Lists: 0 + 0
Points: 0 + 2 (5.0) ¡
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Description

Holistic Planning+
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
more ↓

Screenshots

#1. Holistic Planning+ (iOS) By: Uptick Partners, LLC
#2. Holistic Planning+ (iOS) By: Uptick Partners, LLC
#3. Holistic Planning+ (iOS) By: Uptick Partners, LLC
#4. Holistic Planning+ (iOS) By: Uptick Partners, LLC

What's new

  • Version: 1.4
  • Updated:
  • New Previews and Screenshots available

Price History

  • Today: Free
  • Minimum: Free
  • Maximum: Free
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«Holistic Planning+» is a Finance app for iOS, developed by «Uptick Partners, LLC». It was first released on and last updated on . This app is currently free. This app has not yet received any ratings or reviews on AppAgg. On App Store, the current store rating is 5.0 based on 2 votes. Available languages: English. AppAgg continuously tracks the price history, ratings, and user feedback for «Holistic Planning+». Subscribe to this app or follow its RSS feed to get notified about future discounts or updates.
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