Holistic Planning +
Holistic Planning + Summary
Holistic Planning + is a mobile Android app in Finance by Holistic Planning. Released in Jul 2023 (2 years ago). It has about 34+ installs Based on AppGoblin estimates, it reaches roughly 6.00 monthly active users . Store metadata: updated Aug 20, 2025.
Recent activity: 3.00 installs this week (4.00 over 4 weeks) showing steady growth View trends →
Store info: Last updated on Google Play on Aug 20, 2025 .
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App Description
Holistic Planning + allows you to access your investment information on-the-go.
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
