Holistic Planning+

Developer: Uptick Partners, LLC

Category: Finance

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100 installs

2.00 ratings

34 monthly active users

Revenue not available

Holistic Planning+ Summary

Holistic Planning+ is a mobile iOS app in Finance by Uptick Partners, LLC. Released in Jul 2023 (2 years ago). It has 2.00 ratings with a 5.00★ (excellent) average. Based on AppGoblin estimates, it reaches roughly 34 monthly active users . Store metadata: updated Jun 9, 2025.

Store info: Last updated on App Store on Jun 9, 2025 .

SDKs, Trackers & Permissions

App not yet scanned for SDKs.

App Details

Store ID: 6452390812

First Released: 2023-07-26

Store Last Updated: 2025-06-09

In-App Purchases: No

Ads: No

Website: holisticplanning.com

App Store

Crawl Status: Success

AppGoblin First Crawled: 2025-04-04

AppGoblin Last Crawled: 2026-03-14

Ads & App-Ads.txt

App does not have ads.

AppGoblin SDK Scans

App not yet analyzed for SDKs.

The download and scan process is automated but can require manual troubleshooting. Feel free to reach out if your request does not complete in 24hrs or if you have any questions.

5★

Ratings: 2.00

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Screenshots

App 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