Holistic Planning +

Android app by Holistic Planning. Finance · Holistic Planning

Store rating
Unknown
Store rating count
Unknown
Download price
Free to download
In-app purchases
Not listed in captured metadata
Version
2.05
Listing last refreshed
2026-09-16

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Store description excerpt

Holistic Planning + provides a clear and simple way for you to view your personal balance sheet 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

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